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 9-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).
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 | $8,753 | $80,717-89.2% | $154,803-94.3% | $84,808-89.7% |
| Participation rate | 97.8% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 48.84% | 37.96%+10.9pp | 58.88%-10.0pp | 40.90%+7.9pp |
| Employer contribution / active EE | $439 | $2,761-84.1% | $4,305-89.8% | $2,631-83.3% |
| Participant deferral / active EE | $3,454 | $3,303+4.6% | $5,540-37.7% | $4,212-18.0% |
| Admin fee / account holder | $143 | $6,746-97.9% | $14,329-99.0% | $7,344-98.1% |