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 | $20,051 | $47,977-58.2% | $154,107-87.0% | $56,287-64.4% |
| Participation rate | 75.9% | 66.2%+9.7pp | 83.0%-7.1pp | 69.9%+6.1pp |
| Annual return | 8.03% | 3.54%+4.5pp | 735.12%-727.1pp | -9.96%+18.0pp |
| Employer contribution / active EE | $626 | $2,169-71.1% | $5,298-88.2% | $2,111-70.4% |
| Participant deferral / active EE | $2,537 | $2,392+6.1% | $5,081-50.1% | $3,350-24.3% |
| Admin fee / account holder | $146 | $438-66.6% | $13,411-98.9% | $521-71.9% |