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 | $42,063 | $54,573-22.9% | $90,951-53.8% | $73,488-42.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 14.92% | 16.69%-1.8pp | 134.60%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,828 | $991+84.4% | $2,122-13.8% | $2,270-19.5% |
| Participant deferral / active EE | $1,705 | $2,517-32.3% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $16 | $521-96.9% | $5,959-99.7% | $513-96.8% |