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 6-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 | $2,834 | $30,400-90.7% | $53,898-94.7% | $84,808-96.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 34.81% | 500.19%-465.4pp | 528.60%-493.8pp | 40.90%-6.1pp |
| Employer contribution / active EE | $180 | $603-70.1% | $932-80.7% | $2,631-93.2% |
| Participant deferral / active EE | $302 | $1,199-74.8% | $1,826-83.4% | $4,212-92.8% |
| Admin fee / account holder | $23 | $1,993-98.8% | $2,491-99.1% | $7,344-99.7% |