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 | $25,548 | $65,061-60.7% | $143,757-82.2% | $66,914-61.8% |
| Participation rate | 96.9% | 65.2%+31.7pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | 18.43% | -11.14%+29.6pp | -0.04%+18.5pp | 1.58%+16.8pp |
| Employer contribution / active EE | $2,943 | $2,361+24.7% | $4,951-40.6% | $2,544+15.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |