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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,433 | $64,871-65.4% | $129,110-82.6% | $66,914-66.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -4.23% | -12.21%+8.0pp | -10.94%+6.7pp | 1.58%-5.8pp |
| Employer contribution / active EE | $1,376 | $3,741-63.2% | $5,052-72.8% | $2,544-45.9% |
| Participant deferral / active EE | $0 | $5,090-100.0% | $6,542-100.0% | $4,237-100.0% |
| Admin fee / account holder | $34 | $629-94.6% | $14,302-99.8% | $593-94.3% |