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 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 | $20,481 | $55,453-63.1% | $170,442-88.0% | $62,292-67.1% |
| Participation rate | 91.5% | 66.4%+25.1pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 16.74% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $557 | $2,164-74.2% | $5,433-89.7% | $2,042-72.7% |
| Participant deferral / active EE | $1,772 | $2,303-23.0% | $4,939-64.1% | $3,169-44.1% |
| Admin fee / account holder | $7 | $455-98.5% | $13,880-100.0% | $479-98.6% |