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 | $213,569 | $52,953+303.3% | $172,739+23.6% | $65,185+227.6% |
| Participation rate | 82.2% | 66.2%+16.0pp | 82.6%-0.5pp | 70.2%+12.0pp |
| Annual return | 150.49% | 30.12%+120.4pp | 802.84%-652.4pp | 29.38%+121.1pp |
| Employer contribution / active EE | $3,960 | $2,190+80.9% | $5,143-23.0% | $2,177+82.0% |
| Participant deferral / active EE | $4,280 | $2,471+73.2% | $5,198-17.7% | $3,514+21.8% |
| Admin fee / account holder | $5 | $472-99.0% | $13,954-100.0% | $847-99.4% |