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 1 actuary disclosure. $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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $162,152-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 50.0%-50.0pp | 17.1%-17.1pp |
| Annual return | 0.00% | 9.82%-9.8pp | 13.01%-13.0pp | 9.82%-9.8pp |
| Employer contribution / active EE | $19,836 | $13,587+46.0% | $35,911-44.8% | $13,587+46.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $91-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $884-100.0% | $2,893-100.0% |