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 | $24,941 | $47,922-48.0% | $75,886-67.1% | $65,185-61.7% |
| Participation rate | 74.6% | 63.0%+11.7pp | 69.3%+5.4pp | 70.2%+4.4pp |
| Annual return | 22.58% | 24.12%-1.5pp | 30.76%-8.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $827 | $1,557-46.9% | $2,500-66.9% | $2,177-62.0% |
| Participant deferral / active EE | $1,847 | $2,550-27.6% | $3,603-48.7% | $3,514-47.4% |
| Admin fee / account holder | $16 | $532-97.0% | $5,418-99.7% | $847-98.1% |