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 3-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 | $3,858 | $31,310-87.7% | $53,898-92.8% | $74,304-94.8% |
| Participation rate | 78.0% | 30.7%+47.4pp | 55.0%+23.1pp | 60.3%+17.7pp |
| Annual return | 34.37% | 23.16%+11.2pp | 528.60%-494.2pp | 29.43%+4.9pp |
| Employer contribution / active EE | $528 | $450+17.5% | $932-43.3% | $2,241-76.4% |
| Participant deferral / active EE | $1,491 | $934+59.6% | $1,826-18.4% | $3,767-60.4% |
| Admin fee / account holder | $57 | $2,175-97.4% | $2,491-97.7% | $2,969-98.1% |