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 | $2,110 | $22,587-90.7% | $65,255-96.8% | $75,163-97.2% |
| Participation rate | 87.8% | 63.1%+24.7pp | 65.0%+22.9pp | 67.2%+20.6pp |
| Annual return | 39.29% | 71.03%-31.7pp | 47.35%-8.1pp | 160.62%-121.3pp |
| Employer contribution / active EE | $747 | $941-20.5% | $1,691-55.8% | $2,670-72.0% |
| Participant deferral / active EE | $1,543 | $1,695-9.0% | $2,831-45.5% | $4,125-62.6% |
| Admin fee / account holder | $83 | $1,876-95.6% | $4,112-98.0% | $5,651-98.5% |