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 5-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 | $29,435 | $60,022-51.0% | $88,946-66.9% | $84,808-65.3% |
| Participation rate | 93.6% | 57.8%+35.8pp | 68.8%+24.8pp | 68.3%+25.3pp |
| Annual return | 17.85% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,086 | $1,703+140.0% | $2,555+59.9% | $2,631+55.3% |
| Participant deferral / active EE | $6,503 | $3,114+108.8% | $4,581+41.9% | $4,212+54.4% |
| Admin fee / account holder | $59 | $4,811-98.8% | $8,261-99.3% | $7,344-99.2% |