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 | $36,554 | $49,451-26.1% | $79,550-54.0% | $66,914-45.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -15.38% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,896 | $1,266+128.8% | $2,413+20.0% | $2,544+13.8% |
| Participant deferral / active EE | $2,280 | $3,159-27.8% | $3,985-42.8% | $4,237-46.2% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |