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 | $29,319-93.8% | $52,425-96.5% | $82,448-97.8% |
| Participation rate | 70.5% | 46.9%+23.7pp | 55.6%+14.9pp | 68.1%+2.4pp |
| Annual return | 22.00% | 535.20%-513.2pp | 302.12%-280.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $237 | $586-59.5% | $914-74.0% | $2,551-90.7% |
| Participant deferral / active EE | $336 | $1,171-71.3% | $1,790-81.2% | $4,139-91.9% |
| Admin fee / account holder | $41 | $1,962-97.9% | $2,495-98.4% | $7,234-99.4% |