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 | $29,051-86.7% | $52,425-92.6% | $67,986-94.3% |
| Participation rate | 78.0% | 30.4%+47.6pp | 55.6%+22.4pp | 57.2%+20.8pp |
| Annual return | 34.37% | 24.00%+10.4pp | 302.12%-267.7pp | 31.67%+2.7pp |
| Employer contribution / active EE | $528 | $412+28.3% | $914-42.2% | $2,019-73.8% |
| Participant deferral / active EE | $1,491 | $873+70.7% | $1,790-16.7% | $3,358-55.6% |
| Admin fee / account holder | $57 | $2,113-97.3% | $2,495-97.7% | $3,203-98.2% |