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 4-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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,789 | $90,745-23.1% | $130,231-46.4% | $75,163-7.1% |
| Participation rate | 97.5% | 71.1%+26.5pp | 76.3%+21.2pp | 67.2%+30.3pp |
| Annual return | 130.72% | 34.45%+96.3pp | 38.77%+91.9pp | 160.62%-29.9pp |
| Employer contribution / active EE | $6,724 | $3,314+102.9% | $4,126+63.0% | $2,670+151.8% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,020-100.0% | $5,651-100.0% |