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 | $4,161 | $25,014-83.4% | $69,647-94.0% | $80,856-94.9% |
| Participation rate | 73.8% | 64.2%+9.6pp | 66.5%+7.4pp | 67.6%+6.2pp |
| Annual return | 18.40% | 19.07%-0.7pp | 100.48%-82.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $869 | $993-12.5% | $1,712-49.3% | $2,755-68.5% |
| Participant deferral / active EE | $1,735 | $1,839-5.6% | $2,886-39.9% | $4,296-59.6% |
| Admin fee / account holder | $18 | $2,488-99.3% | $4,713-99.6% | $6,918-99.7% |