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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,417 | $65,376-1.5% | $87,100-26.0% | $65,185-1.2% |
| Participation rate | 98.5% | 75.3%+23.2pp | 76.9%+21.7pp | 70.2%+28.3pp |
| Annual return | 597.11% | 31.27%+565.8pp | 28.19%+568.9pp | 29.38%+567.7pp |
| Employer contribution / active EE | $9,562 | $1,822+424.7% | $2,521+279.2% | $2,177+339.3% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |