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 | $25,785 | $84,487-69.5% | $125,339-79.4% | $66,914-61.5% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.1pp | 69.8%+28.6pp |
| Annual return | -14.67% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,549 | $3,553-28.2% | $4,814-47.0% | $2,544+0.2% |
| Participant deferral / active EE | $6,078 | $6,781-10.4% | $7,446-18.4% | $4,237+43.5% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.6% |