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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,705 | $55,636-1.7% | $81,983-33.3% | $73,488-25.6% |
| Participation rate | 97.1% | 62.3%+34.8pp | 69.2%+27.9pp | 70.7%+26.5pp |
| Annual return | 65.79% | 19.07%+46.7pp | 41.31%+24.5pp | 28.51%+37.3pp |
| Employer contribution / active EE | $8,544 | $1,625+426.0% | $2,498+242.0% | $2,270+276.4% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |