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 | $102,737 | $48,265+112.9% | $68,791+49.3% | $68,494+50.0% |
| Participation rate | 98.9% | 60.7%+38.2pp | 69.0%+29.9pp | 67.9%+31.0pp |
| Annual return | -5.55% | -12.71%+7.2pp | -6.38%+0.8pp | -7.84%+2.3pp |
| Employer contribution / active EE | $11,525 | $1,829+530.2% | $2,655+334.1% | $2,596+343.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |