See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,731 | $50,637-57.1% | $86,590-74.9% | $62,292-65.1% |
| Participation rate | 87.5% | 67.9%+19.6pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | 16.32% | 20.80%-4.5pp | 964.84%-948.5pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,038 | $2,075-50.0% | $2,839-63.4% | $2,042-49.2% |
| Participant deferral / active EE | $2,470 | $2,611-5.4% | $3,609-31.6% | $3,169-22.1% |
| Admin fee / account holder | $38 | $413-90.8% | $4,906-99.2% | $479-92.1% |