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 8-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,524 | $61,156-58.3% | $185,823-86.3% | $79,386-67.8% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 24.92% | 19.45%+5.5pp | 122.05%-97.1pp | 116.85%-91.9pp |
| Employer contribution / active EE | $925 | $2,321-60.1% | $5,167-82.1% | $2,427-61.9% |
| Participant deferral / active EE | $2,155 | $2,789-22.7% | $5,568-61.3% | $4,046-46.7% |
| Admin fee / account holder | $9 | $710-98.8% | $16,237-99.9% | $626-98.6% |