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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,554 | $51,197-61.8% | $82,719-76.4% | $66,914-70.8% |
| Participation rate | 72.0% | 67.8%+4.2pp | 72.6%-0.6pp | 69.8%+2.2pp |
| Annual return | -14.30% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,286 | $2,611-12.4% | $3,009-24.0% | $2,544-10.2% |
| Participant deferral / active EE | $4,106 | $3,458+18.8% | $4,395-6.6% | $4,237-3.1% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |