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 | $45,652 | $58,577-22.1% | $83,333-45.2% | $64,186-28.9% |
| Participation rate | 98.4% | 72.0%+26.4pp | 77.8%+20.7pp | 69.6%+28.8pp |
| Annual return | -4.41% | 9.65%-14.1pp | 10.63%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,172 | $2,098+98.8% | $3,379+23.5% | $2,381+75.3% |
| Participant deferral / active EE | $3,080 | $4,654-33.8% | $5,565-44.7% | $3,470-11.2% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |