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 | $81,277 | $57,976+40.2% | $62,995+29.0% | $62,292+30.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.40% | 17.54%-3.1pp | 87.57%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,063 | $2,415-14.6% | $2,759-25.2% | $2,042+1.0% |
| Participant deferral / active EE | $4,248 | $2,956+43.7% | $3,329+27.6% | $3,169+34.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |