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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,083 | $62,132-14.6% | $185,823-71.4% | $73,488-27.8% |
| Participation rate | 71.7% | 67.8%+3.8pp | 78.0%-6.4pp | 70.7%+1.0pp |
| Annual return | 35.43% | 20.44%+15.0pp | 35.95%-0.5pp | 28.51%+6.9pp |
| Employer contribution / active EE | $2,594 | $1,681+54.3% | $4,087-36.5% | $2,270+14.3% |
| Participant deferral / active EE | $5,165 | $3,711+39.2% | $5,632-8.3% | $3,740+38.1% |
| Admin fee / account holder | $4 | $419-99.1% | $9,500-100.0% | $513-99.2% |