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 | $31,264 | $84,233-62.9% | $170,442-81.7% | $70,131-55.4% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 20.19% | 23.06%-2.9pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,075 | $3,387-38.7% | $5,433-61.8% | $2,342-11.4% |
| Participant deferral / active EE | $1,776 | $3,086-42.5% | $4,939-64.1% | $3,332-46.7% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |