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 | $29,901 | $61,156-51.1% | $185,823-83.9% | $79,386-62.3% |
| Participation rate | 72.5% | 66.6%+5.9pp | 81.7%-9.2pp | 70.7%+1.8pp |
| Annual return | 13.04% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,285 | $2,321-44.6% | $5,167-75.1% | $2,427-47.0% |
| Participant deferral / active EE | $2,094 | $2,789-24.9% | $5,568-62.4% | $4,046-48.2% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |