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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,442 | $76,670+53.2% | $96,683+21.5% | $71,457+64.4% |
| Participation rate | 76.3% | 66.6%+9.8pp | 74.3%+2.0pp | 67.9%+8.4pp |
| Annual return | 80.22% | 48.29%+31.9pp | 35.69%+44.5pp | 28.85%+51.4pp |
| Employer contribution / active EE | $17,787 | $3,031+486.8% | $3,737+376.0% | $2,588+587.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |