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 | $17,314 | $47,977-63.9% | $154,107-88.8% | $56,287-69.2% |
| Participation rate | 97.8% | 66.2%+31.7pp | 83.0%+14.8pp | 69.9%+28.0pp |
| Annual return | 14.52% | 3.54%+11.0pp | 735.12%-720.6pp | -9.96%+24.5pp |
| Employer contribution / active EE | $3,015 | $2,169+39.0% | $5,298-43.1% | $2,111+42.8% |
| Participant deferral / active EE | $1,489 | $2,392-37.7% | $5,081-70.7% | $3,350-55.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |