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 7-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,657 | $55,214-57.2% | $104,607-77.4% | $73,488-67.8% |
| Participation rate | 73.5% | 67.8%+5.6pp | 74.1%-0.6pp | 70.7%+2.8pp |
| Annual return | 41.82% | 24.79%+17.0pp | 340.46%-298.6pp | 28.51%+13.3pp |
| Employer contribution / active EE | $3,935 | $1,468+168.1% | $2,681+46.8% | $2,270+73.3% |
| Participant deferral / active EE | $4,836 | $2,925+65.4% | $3,740+29.3% | $3,740+29.3% |
| Admin fee / account holder | $89 | $424-79.1% | $6,473-98.6% | $513-82.7% |