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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,353 | $80,753-61.2% | $136,294-77.0% | $62,292-49.7% |
| Participation rate | 85.3% | 73.5%+11.8pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 19.63% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,408 | $2,884-51.2% | $4,695-70.0% | $2,042-31.0% |
| Participant deferral / active EE | $3,480 | $5,164-32.6% | $6,247-44.3% | $3,169+9.8% |
| Admin fee / account holder | $212 | $525-59.6% | $9,243-97.7% | $479-55.7% |