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 | $25,733 | $47,977-46.4% | $154,107-83.3% | $56,287-54.3% |
| Participation rate | 89.7% | 66.2%+23.5pp | 83.0%+6.6pp | 69.9%+19.8pp |
| Annual return | 9.22% | 3.54%+5.7pp | 735.12%-725.9pp | -9.96%+19.2pp |
| Employer contribution / active EE | $1,074 | $2,169-50.5% | $5,298-79.7% | $2,111-49.1% |
| Participant deferral / active EE | $1,291 | $2,392-46.0% | $5,081-74.6% | $3,350-61.5% |
| Admin fee / account holder | $28 | $438-93.6% | $13,411-99.8% | $521-94.6% |