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 4-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 | $53,713 | $77,660-30.8% | $109,143-50.8% | $79,386-32.3% |
| Participation rate | 93.1% | 67.8%+25.3pp | 75.9%+17.2pp | 70.7%+22.4pp |
| Annual return | 163.89% | 23.44%+140.5pp | 25.75%+138.1pp | 116.85%+47.0pp |
| Employer contribution / active EE | $19,168 | $2,797+585.2% | $3,722+415.0% | $2,427+689.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |