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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,317 | $65,061-62.6% | $143,757-83.1% | $66,914-63.7% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.1pp | 69.8%+12.6pp |
| Annual return | -16.37% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,427 | $2,361+2.8% | $4,951-51.0% | $2,544-4.6% |
| Participant deferral / active EE | $3,837 | $2,919+31.4% | $5,637-31.9% | $4,237-9.4% |
| Admin fee / account holder | $17 | $502-96.6% | $14,673-99.9% | $593-97.1% |