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 | $20,060 | $47,977-58.2% | $154,107-87.0% | $56,287-64.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 7.59% | 3.54%+4.1pp | 735.12%-727.5pp | -9.96%+17.5pp |
| Employer contribution / active EE | $599 | $2,169-72.4% | $5,298-88.7% | $2,111-71.6% |
| Participant deferral / active EE | $2,113 | $2,392-11.6% | $5,081-58.4% | $3,350-36.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |