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 | $51,748 | $59,186-12.6% | $76,768-32.6% | $56,287-8.1% |
| Participation rate | 96.5% | 75.2%+21.2pp | 77.0%+19.5pp | 69.9%+26.6pp |
| Annual return | 28.78% | 6.62%+22.2pp | 2.43%+26.4pp | -9.96%+38.7pp |
| Employer contribution / active EE | $13,048 | $1,759+642.0% | $2,485+425.0% | $2,111+518.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |