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 4-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,005 | $55,472-74.8% | $155,567-91.0% | $74,546-81.2% |
| Participation rate | 74.6% | 61.9%+12.7pp | 78.2%-3.6pp | 67.2%+7.4pp |
| Annual return | 18.88% | 268.72%-249.8pp | 64.74%-45.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $1,574 | $2,269-30.6% | $4,674-66.3% | $2,624-40.0% |
| Participant deferral / active EE | $2,619 | $2,838-7.7% | $5,628-53.5% | $4,347-39.8% |
| Admin fee / account holder | $29 | $1,743-98.4% | $15,916-99.8% | $1,944-98.5% |