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 6-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 | $31,033 | $102,317-69.7% | $146,958-78.9% | $80,856-61.6% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 18.46% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,056 | $3,713-17.7% | $4,933-38.1% | $2,755+10.9% |
| Participant deferral / active EE | $5,758 | $6,644-13.3% | $8,070-28.6% | $4,296+34.0% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |