Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $76,407-72.4% | $150,298-86.0% | $82,448-74.4% |
| Participation rate | 72.8% | 66.4%+6.4pp | 77.8%-4.9pp | 68.1%+4.8pp |
| Annual return | 26.88% | 39.99%-13.1pp | 62.79%-35.9pp | 41.64%-14.8pp |
| Employer contribution / active EE | $802 | $2,614-69.3% | $4,154-80.7% | $2,551-68.6% |
| Participant deferral / active EE | $1,080 | $3,214-66.4% | $5,453-80.2% | $4,139-73.9% |
| Admin fee / account holder | $241 | $6,352-96.2% | $14,116-98.3% | $7,234-96.7% |