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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,180 | $60,892-86.6% | $82,389-90.1% | $84,808-90.4% |
| Participation rate | 77.9% | 63.3%+14.6pp | 69.5%+8.4pp | 68.3%+9.6pp |
| Annual return | 19.38% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $939 | $1,779-47.3% | $2,517-62.7% | $2,631-64.3% |
| Participant deferral / active EE | $2,054 | $3,179-35.4% | $4,155-50.6% | $4,212-51.2% |
| Admin fee / account holder | $45 | $5,467-99.2% | $7,231-99.4% | $7,344-99.4% |