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 | $21,447 | $58,879-63.6% | $178,490-88.0% | $73,488-70.8% |
| Participation rate | 85.7% | 66.2%+19.5pp | 81.9%+3.8pp | 70.7%+15.0pp |
| Annual return | 11.00% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $849 | $2,236-62.1% | $5,011-83.1% | $2,270-62.6% |
| Participant deferral / active EE | $3,036 | $2,567+18.2% | $5,202-41.6% | $3,740-18.8% |
| Admin fee / account holder | $215 | $400-46.4% | $13,984-98.5% | $513-58.2% |