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 | $50,297 | $57,976-13.2% | $62,995-20.2% | $62,292-19.3% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 13.72% | 17.54%-3.8pp | 87.57%-73.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,723 | $2,415+54.2% | $2,759+34.9% | $2,042+82.3% |
| Participant deferral / active EE | $3,701 | $2,956+25.2% | $3,329+11.2% | $3,169+16.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |