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 | $27,912 | $58,726-52.5% | $92,233-69.7% | $62,292-55.2% |
| Participation rate | 75.1% | 68.3%+6.8pp | 76.5%-1.3pp | 69.5%+5.6pp |
| Annual return | 14.77% | 43.62%-28.8pp | 176.28%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,043 | $2,392-56.4% | $3,679-71.6% | $2,042-48.9% |
| Participant deferral / active EE | $2,402 | $2,766-13.2% | $3,897-38.4% | $3,169-24.2% |
| Admin fee / account holder | $24 | $556-95.7% | $5,194-99.5% | $479-95.0% |