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 | $194,428 | $44,642+335.5% | $91,220+113.1% | $66,914+190.6% |
| Participation rate | 94.0% | 64.9%+29.1pp | 73.2%+20.8pp | 69.8%+24.2pp |
| Annual return | -5.87% | -12.29%+6.4pp | 114.01%-119.9pp | 1.58%-7.5pp |
| Employer contribution / active EE | $13,063 | $1,706+665.5% | $2,850+358.3% | $2,544+413.4% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $521-98.1% | $5,420-99.8% | $593-98.3% |