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 4-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 | $3,141 | $25,014-87.4% | $69,647-95.5% | $80,856-96.1% |
| Participation rate | 86.8% | 64.2%+22.6pp | 66.5%+20.4pp | 67.6%+19.2pp |
| Annual return | 14.15% | 19.07%-4.9pp | 100.48%-86.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $580 | $993-41.6% | $1,712-66.2% | $2,755-79.0% |
| Participant deferral / active EE | $1,037 | $1,839-43.6% | $2,886-64.1% | $4,296-75.8% |
| Admin fee / account holder | $256 | $2,488-89.7% | $4,713-94.6% | $6,918-96.3% |