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 | $41,725 | $53,901-22.6% | $134,143-68.9% | $73,488-43.2% |
| Participation rate | 72.5% | 62.8%+9.7pp | 72.2%+0.4pp | 70.7%+1.9pp |
| Annual return | 14.18% | 15.82%-1.6pp | 36.33%-22.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $931 | $1,458-36.1% | $3,704-74.9% | $2,270-59.0% |
| Participant deferral / active EE | $2,051 | $2,739-25.1% | $3,499-41.4% | $3,740-45.2% |
| Admin fee / account holder | $156 | $581-73.1% | $6,684-97.7% | $513-69.6% |