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 7-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 | $45,294 | $64,119-29.4% | $112,228-59.6% | $66,914-32.3% |
| Participation rate | 99.1% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.3pp |
| Annual return | 90.90% | -13.81%+104.7pp | 27.45%+63.5pp | 1.58%+89.3pp |
| Employer contribution / active EE | $1,452 | $3,005-51.7% | $3,635-60.0% | $2,544-42.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |