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 | $39,696 | $78,422-49.4% | $95,952-58.6% | $79,858-50.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.81% | 19.37%+2.4pp | 91.61%-69.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,224 | $1,945+14.3% | $2,541-12.5% | $2,471-10.0% |
| Participant deferral / active EE | $3,643 | $3,440+5.9% | $4,167-12.6% | $3,740-2.6% |
| Admin fee / account holder | $123 | $5,622-97.8% | $6,795-98.2% | $5,306-97.7% |