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 9-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 | $14,207 | $80,717-82.4% | $154,803-90.8% | $84,808-83.2% |
| Participation rate | 85.1% | 66.8%+18.3pp | 78.1%+7.1pp | 68.3%+16.8pp |
| Annual return | 20.24% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,036 | $2,761-62.5% | $4,305-75.9% | $2,631-60.6% |
| Participant deferral / active EE | $1,528 | $3,303-53.7% | $5,540-72.4% | $4,212-63.7% |
| Admin fee / account holder | $233 | $6,746-96.6% | $14,329-98.4% | $7,344-96.8% |