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 | $37,217 | $52,580-29.2% | $71,671-48.1% | $70,131-46.9% |
| Participation rate | 81.5% | 60.9%+20.6pp | 68.7%+12.8pp | 69.5%+12.0pp |
| Annual return | 16.42% | 20.25%-3.8pp | 20.65%-4.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,548 | $1,616+57.7% | $2,460+3.6% | $2,342+8.8% |
| Participant deferral / active EE | $3,220 | $2,386+35.0% | $3,438-6.3% | $3,332-3.3% |
| Admin fee / account holder | $29 | $3,653-99.2% | $5,558-99.5% | $4,645-99.4% |