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 | $112,704 | $60,776+85.4% | $85,682+31.5% | $79,386+42.0% |
| Participation rate | 95.4% | 62.1%+33.3pp | 69.9%+25.6pp | 70.7%+24.7pp |
| Annual return | 103.49% | 16.57%+86.9pp | 21.49%+82.0pp | 116.85%-13.4pp |
| Employer contribution / active EE | $8,484 | $1,663+410.1% | $2,618+224.0% | $2,427+249.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $6,873-100.0% | $626-100.0% |