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 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,152-100.0% | $162,152-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | -0.15% | 13.40%-13.6pp | 13.01%-13.2pp | 13.91%-14.1pp |
| Employer contribution / active EE | $88,333 | $39,370+124.4% | $35,911+146.0% | $35,282+150.4% |
| Participant deferral / active EE | $0 | $97-100.0% | $91-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $41,846-100.0% |