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 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,812 | $30,400-94.0% | $53,898-96.6% | $84,808-97.9% |
| Participation rate | 70.5% | 46.4%+24.1pp | 55.0%+15.6pp | 68.3%+2.2pp |
| Annual return | 22.00% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $237 | $603-60.6% | $932-74.5% | $2,631-91.0% |
| Participant deferral / active EE | $336 | $1,199-72.0% | $1,826-81.6% | $4,212-92.0% |
| Admin fee / account holder | $41 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |