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 | $23,662 | $54,701-56.7% | $86,188-72.5% | $71,457-66.9% |
| Participation rate | 85.0% | 60.1%+24.9pp | 69.0%+16.1pp | 67.9%+17.1pp |
| Annual return | 15.59% | 20.06%-4.5pp | 1168.45%-1152.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $814 | $1,265-35.7% | $2,380-65.8% | $2,588-68.5% |
| Participant deferral / active EE | $2,046 | $3,108-34.2% | $3,985-48.7% | $4,289-52.3% |
| Admin fee / account holder | $2 | $1,922-99.9% | $6,852-100.0% | $1,587-99.9% |