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 | $45,269 | $95,274-52.5% | $135,903-66.7% | $74,419-39.2% |
| Participation rate | 74.0% | 78.2%-4.2pp | 81.9%-7.9pp | 70.7%+3.3pp |
| Annual return | 45.14% | 32.77%+12.4pp | 68.23%-23.1pp | 34.38%+10.8pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $11,672 | $7,782+50.0% | $7,758+50.5% | $4,528+157.8% |
| Admin fee / account holder | $2 | $266-99.3% | $10,762-100.0% | $348-99.4% |