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 | $46,764 | $55,002-15.0% | $59,878-21.9% | $56,287-16.9% |
| Participation rate | 96.8% | 75.9%+20.9pp | 74.7%+22.1pp | 69.9%+26.9pp |
| Annual return | -4.23% | 1.13%-5.4pp | 3.46%-7.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,638 | $2,448+48.6% | $2,722+33.7% | $2,111+72.3% |
| Participant deferral / active EE | $3,631 | $3,121+16.3% | $3,402+6.7% | $3,350+8.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |