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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,595 | $81,233-88.2% | $155,567-93.8% | $80,874-88.1% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 11.72% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,674 | $3,101-46.0% | $4,674-64.2% | $2,756-39.2% |
| Participant deferral / active EE | $1,543 | $3,452-55.3% | $5,628-72.6% | $4,297-64.1% |
| Admin fee / account holder | $51 | $7,998-99.4% | $15,916-99.7% | $6,935-99.3% |