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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,490 | $38,075-43.6% | $93,406-77.0% | $73,488-70.8% |
| Participation rate | 95.9% | 56.7%+39.2pp | 66.8%+29.1pp | 70.7%+25.2pp |
| Annual return | 34.72% | 17.59%+17.1pp | 78.05%-43.3pp | 28.51%+6.2pp |
| Employer contribution / active EE | $1,865 | $1,117+67.0% | $2,075-10.1% | $2,270-17.8% |
| Participant deferral / active EE | $8,257 | $2,012+310.3% | $3,126+164.2% | $3,740+120.8% |
| Admin fee / account holder | $1 | $351-99.8% | $5,230-100.0% | $513-99.9% |