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 | $44,109 | $51,769-14.8% | $57,343-23.1% | $52,331-15.7% |
| Participation rate | 98.3% | 75.2%+23.1pp | 75.1%+23.2pp | 68.1%+30.2pp |
| Annual return | 1.47% | 2.43%-1.0pp | 24.39%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $4,223 | $2,335+80.8% | $2,689+57.1% | $1,882+124.4% |
| Participant deferral / active EE | $3,878 | $2,794+38.8% | $3,162+22.6% | $3,022+28.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |