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 8-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 | $6,479 | $25,972-75.1% | - | $72,985-91.1% |
| Participation rate | 100.0% | 52.8%+47.2pp | - | 69.5%+30.5pp |
| Annual return | 37.01% | 20.47%+16.5pp | - | 81.00%-44.0pp |
| Employer contribution / active EE | $1,441 | $2,171-33.6% | - | $2,440-41.0% |
| Participant deferral / active EE | $3,112 | $2,560+21.6% | - | $3,607-13.7% |
| Admin fee / account holder | $224 | $2,104-89.3% | - | $5,124-95.6% |