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 5-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 | $18,223 | $49,915-63.5% | $154,803-88.2% | $74,304-75.5% |
| Participation rate | 80.8% | 54.0%+26.8pp | 78.1%+2.7pp | 60.3%+20.4pp |
| Annual return | 22.87% | 34.06%-11.2pp | 58.88%-36.0pp | 29.43%-6.6pp |
| Employer contribution / active EE | $1,497 | $1,611-7.1% | $4,305-65.2% | $2,241-33.2% |
| Participant deferral / active EE | $2,911 | $2,255+29.1% | $5,540-47.5% | $3,767-22.7% |
| Admin fee / account holder | $10 | $2,189-99.5% | $14,329-99.9% | $2,969-99.7% |