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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,541 | $45,035-49.9% | $62,995-64.2% | $70,131-67.9% |
| Participation rate | 98.9% | 69.5%+29.3pp | 74.8%+24.1pp | 69.5%+29.3pp |
| Annual return | 17.54% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,090 | $2,051+1.9% | $2,759-24.2% | $2,342-10.8% |
| Participant deferral / active EE | $4,033 | $2,465+63.6% | $3,329+21.1% | $3,332+21.1% |
| Admin fee / account holder | $194 | $2,834-93.2% | $3,600-94.6% | $4,645-95.8% |