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 | $24,238 | $65,061-62.7% | $143,757-83.1% | $66,914-63.8% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -6.78% | -11.14%+4.4pp | -0.04%-6.7pp | 1.58%-8.4pp |
| Employer contribution / active EE | $1,217 | $2,361-48.4% | $4,951-75.4% | $2,544-52.2% |
| Participant deferral / active EE | $2,407 | $2,919-17.5% | $5,637-57.3% | $4,237-43.2% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |