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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,671 | $39,195-26.9% | $98,755-71.0% | $79,386-63.9% |
| Participation rate | 75.7% | 59.8%+15.9pp | 65.7%+10.0pp | 70.7%+5.0pp |
| Annual return | 18.74% | 19.95%-1.2pp | 49.91%-31.2pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,004 | $1,334-24.7% | $2,067-51.4% | $2,427-58.6% |
| Participant deferral / active EE | $1,467 | $2,333-37.1% | $3,035-51.7% | $4,046-63.7% |
| Admin fee / account holder | $27 | $365-92.5% | $4,076-99.3% | $626-95.6% |