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 | $46,967 | $52,467-10.5% | $57,179-17.9% | $55,167-14.9% |
| Participation rate | 98.3% | 75.8%+22.5pp | 75.3%+23.0pp | 69.0%+29.3pp |
| Annual return | 6.45% | 7.72%-1.3pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,990 | $2,477+61.1% | $2,682+48.8% | $1,963+103.3% |
| Participant deferral / active EE | $3,998 | $2,830+41.3% | $3,096+29.1% | $3,054+30.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |