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 8-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 | $6,832 | $30,400-77.5% | $53,898-87.3% | $84,808-91.9% |
| Participation rate | 98.6% | 46.4%+52.2pp | 55.0%+43.7pp | 68.3%+30.3pp |
| Annual return | 15.01% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $623 | $603+3.3% | $932-33.2% | $2,631-76.3% |
| Participant deferral / active EE | $1,367 | $1,199+14.1% | $1,826-25.1% | $4,212-67.5% |
| Admin fee / account holder | $48 | $1,993-97.6% | $2,491-98.1% | $7,344-99.3% |