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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,815 | $84,487-67.1% | $125,339-77.8% | $66,914-58.4% |
| Participation rate | 83.2% | 76.4%+6.8pp | 82.4%+0.8pp | 69.8%+13.4pp |
| Annual return | 6.82% | -8.39%+15.2pp | 572.05%-565.2pp | 1.58%+5.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,436 | $6,781+53.9% | $7,446+40.2% | $4,237+146.3% |
| Admin fee / account holder | $4 | $685-99.4% | $10,010-100.0% | $593-99.4% |