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 | $32,609 | $75,183-56.6% | $123,892-73.7% | $55,167-40.9% |
| Participation rate | 73.6% | 72.8%+0.8pp | 81.4%-7.8pp | 69.0%+4.6pp |
| Annual return | 17.72% | 19.01%-1.3pp | 47.52%-29.8pp | 169.23%-151.5pp |
| Employer contribution / active EE | $1,841 | $2,823-34.8% | $4,617-60.1% | $1,963-6.2% |
| Participant deferral / active EE | $4,209 | $5,084-17.2% | $5,984-29.7% | $3,054+37.8% |
| Admin fee / account holder | $55 | $663-91.7% | $8,357-99.3% | $504-89.1% |