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 10-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 | $29,967 | $61,616-51.4% | $105,722-71.7% | $55,167-45.7% |
| Participation rate | 99.5% | 72.9%+26.6pp | 78.9%+20.6pp | 69.0%+30.5pp |
| Annual return | 104.35% | 11.15%+93.2pp | 12.25%+92.1pp | 169.23%-64.9pp |
| Employer contribution / active EE | $4,418 | $3,043+45.2% | $4,079+8.3% | $1,963+125.1% |
| Participant deferral / active EE | $3,554 | $4,213-15.7% | $5,326-33.3% | $3,054+16.4% |
| Admin fee / account holder | $22 | $379-94.1% | $8,308-99.7% | $504-95.6% |