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 3-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,433 | $25,014-90.3% | $69,647-96.5% | $80,856-97.0% |
| Participation rate | 81.8% | 64.2%+17.6pp | 66.5%+15.4pp | 67.6%+14.2pp |
| Annual return | 17.95% | 19.07%-1.1pp | 100.48%-82.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $897 | $993-9.6% | $1,712-47.6% | $2,755-67.4% |
| Participant deferral / active EE | $1,943 | $1,839+5.6% | $2,886-32.7% | $4,296-54.8% |
| Admin fee / account holder | $191 | $2,488-92.3% | $4,713-95.9% | $6,918-97.2% |