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 | $29,660-89.4% | $56,411-94.4% | $80,856-96.1% |
| Participation rate | 90.4% | 41.6%+48.8pp | 52.5%+37.9pp | 67.6%+22.8pp |
| Annual return | 14.38% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $623 | $669-7.0% | $1,039-40.0% | $2,755-77.4% |
| Participant deferral / active EE | $942 | $1,226-23.2% | $1,952-51.7% | $4,296-78.1% |
| Admin fee / account holder | $56 | $2,428-97.7% | $2,829-98.0% | $6,918-99.2% |