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 | $75,979 | $52,467+44.8% | $57,179+32.9% | $55,167+37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 38.70% | 7.72%+31.0pp | 14.59%+24.1pp | 169.23%-130.5pp |
| Employer contribution / active EE | $2,835 | $2,477+14.5% | $2,682+5.7% | $1,963+44.5% |
| Participant deferral / active EE | $4,484 | $2,830+58.5% | $3,096+44.8% | $3,054+46.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |