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 | $32,126 | $65,322-50.8% | $70,449-54.4% | $73,488-56.3% |
| Participation rate | 73.4% | 77.0%-3.6pp | 75.1%-1.7pp | 70.7%+2.7pp |
| Annual return | 77.13% | 15.71%+61.4pp | 109.03%-31.9pp | 28.51%+48.6pp |
| Employer contribution / active EE | $2,362 | $2,460-4.0% | $2,737-13.7% | $2,270+4.1% |
| Participant deferral / active EE | $1,914 | $3,375-43.3% | $3,709-48.4% | $3,740-48.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |