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 | $37,517 | $64,909-42.2% | $82,313-54.4% | $62,292-39.8% |
| Participation rate | 96.2% | 74.9%+21.3pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 55.35% | 21.18%+34.2pp | 25.88%+29.5pp | 28.90%+26.5pp |
| Employer contribution / active EE | $12,025 | $1,676+617.5% | $2,428+395.2% | $2,042+488.8% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |