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 | $37,421 | $51,466-27.3% | $78,778-52.5% | $62,292-39.9% |
| Participation rate | 75.7% | 59.8%+15.9pp | 69.2%+6.5pp | 69.5%+6.2pp |
| Annual return | 18.28% | 19.96%-1.7pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $259 | $827-68.6% | $1,986-86.9% | $2,042-87.3% |
| Participant deferral / active EE | $3,520 | $2,147+63.9% | $2,958+19.0% | $3,169+11.1% |
| Admin fee / account holder | $34 | $489-93.2% | $5,134-99.3% | $479-93.0% |