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 3-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 | $3,135 | $29,667-89.4% | $56,441-94.4% | $80,874-96.1% |
| Participation rate | 90.4% | 41.7%+48.7pp | 52.5%+37.9pp | 67.6%+22.8pp |
| Annual return | 14.38% | 35.22%-20.8pp | 1704.21%-1689.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $623 | $669-7.0% | $1,039-40.1% | $2,756-77.4% |
| Participant deferral / active EE | $942 | $1,227-23.2% | $1,953-51.8% | $4,297-78.1% |
| Admin fee / account holder | $56 | $2,429-97.7% | $2,829-98.0% | $6,935-99.2% |