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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,240 | $59,263-30.4% | $96,562-57.3% | $79,386-48.1% |
| Participation rate | 77.5% | 61.9%+15.6pp | 69.8%+7.7pp | 70.7%+6.8pp |
| Annual return | 60.80% | 27.07%+33.7pp | 37.78%+23.0pp | 116.85%-56.0pp |
| Employer contribution / active EE | $852 | $1,216-30.0% | $2,356-63.9% | $2,427-64.9% |
| Participant deferral / active EE | $1,840 | $2,948-37.6% | $3,849-52.2% | $4,046-54.5% |
| Admin fee / account holder | $28 | $658-95.8% | $6,181-99.6% | $626-95.6% |