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 | $36,405 | $42,548-14.4% | $74,550-51.2% | $56,287-35.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -4.68% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,532 | $855+196.1% | $1,961+29.1% | $2,111+20.0% |
| Participant deferral / active EE | $2,622 | $2,277+15.1% | $3,108-15.7% | $3,350-21.7% |
| Admin fee / account holder | $18 | $467-96.1% | $5,060-99.6% | $521-96.5% |