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 3-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 | $32,206 | $66,098-51.3% | $101,794-68.4% | $74,304-56.7% |
| Participation rate | 91.2% | 53.8%+37.4pp | 69.2%+22.0pp | 60.3%+30.8pp |
| Annual return | 17.80% | 19.59%-1.8pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $590 | $1,082-45.4% | $2,289-74.2% | $2,241-73.7% |
| Participant deferral / active EE | $3,160 | $2,781+13.6% | $4,084-22.6% | $3,767-16.1% |
| Admin fee / account holder | $222 | $4,146-94.7% | $8,777-97.5% | $2,969-92.5% |