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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,500 | $69,362-60.4% | $101,248-72.8% | $73,488-62.6% |
| Participation rate | 84.1% | 68.4%+15.7pp | 75.8%+8.3pp | 70.7%+13.4pp |
| Annual return | 23.48% | 18.46%+5.0pp | 46.47%-23.0pp | 28.51%-5.0pp |
| Employer contribution / active EE | $1,274 | $2,628-51.5% | $3,660-65.2% | $2,270-43.9% |
| Participant deferral / active EE | $2,094 | $3,300-36.5% | $4,370-52.1% | $3,740-44.0% |
| Admin fee / account holder | $283 | $704-59.8% | $5,945-95.2% | $513-44.8% |