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 6-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 | $36,190 | $71,516-49.4% | $98,439-63.2% | $71,457-49.4% |
| Participation rate | 92.1% | 72.7%+19.4pp | 75.2%+16.9pp | 67.9%+24.2pp |
| Annual return | 559.91% | 32.41%+527.5pp | 21.16%+538.8pp | 28.85%+531.1pp |
| Employer contribution / active EE | $7,024 | $2,399+192.8% | $3,048+130.4% | $2,588+171.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |