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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,100 | $80,717-73.9% | $154,803-86.4% | $84,808-75.1% |
| Participation rate | 72.8% | 66.8%+6.0pp | 78.1%-5.2pp | 68.3%+4.5pp |
| Annual return | 26.88% | 37.96%-11.1pp | 58.88%-32.0pp | 40.90%-14.0pp |
| Employer contribution / active EE | $802 | $2,761-71.0% | $4,305-81.4% | $2,631-69.5% |
| Participant deferral / active EE | $1,080 | $3,303-67.3% | $5,540-80.5% | $4,212-74.3% |
| Admin fee / account holder | $241 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |