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 10-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 | $38,818 | $65,435-40.7% | $86,677-55.2% | $66,914-42.0% |
| Participation rate | 79.2% | 75.5%+3.7pp | 76.6%+2.6pp | 69.8%+9.4pp |
| Annual return | -4.67% | -10.89%+6.2pp | 35.91%-40.6pp | 1.58%-6.2pp |
| Employer contribution / active EE | $3,161 | $2,153+46.8% | $2,836+11.4% | $2,544+24.2% |
| Participant deferral / active EE | $8,226 | $4,100+100.6% | $4,656+76.7% | $4,237+94.1% |
| Admin fee / account holder | $189 | $642-70.5% | $7,493-97.5% | $593-68.1% |