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 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 | $35,778 | $52,884-32.3% | $84,750-57.8% | $55,167-35.1% |
| Participation rate | 73.9% | 67.5%+6.4pp | 76.6%-2.7pp | 69.0%+4.9pp |
| Annual return | 8.20% | 18.03%-9.8pp | 22.78%-14.6pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,295 | $2,233+47.6% | $3,574-7.8% | $1,963+67.9% |
| Participant deferral / active EE | $1,241 | $2,644-53.1% | $3,712-66.6% | $3,054-59.4% |
| Admin fee / account holder | $100 | $581-82.8% | $5,332-98.1% | $504-80.2% |