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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
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 | $19,706 | $58,879-66.5% | $178,490-89.0% | $73,488-73.2% |
| Participation rate | 70.7% | 66.2%+4.5pp | 81.9%-11.2pp | 70.7%0pp |
| Annual return | 17.60% | 24.86%-7.3pp | 151.07%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,042 | $2,567-59.4% | $5,202-80.0% | $3,740-72.1% |
| Admin fee / account holder | $31 | $400-92.2% | $13,984-99.8% | $513-93.9% |