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 5-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 | $6,198 | $24,730-74.9% | $66,042-90.6% | $84,808-92.7% |
| Participation rate | 86.9% | 68.1%+18.8pp | 67.5%+19.4pp | 68.3%+18.6pp |
| Annual return | 17.34% | 79.55%-62.2pp | 52.11%-34.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,917 | $857+123.8% | $1,579+21.4% | $2,631-27.1% |
| Participant deferral / active EE | $2,613 | $1,737+50.4% | $2,835-7.8% | $4,212-38.0% |
| Admin fee / account holder | $37 | $3,014-98.8% | $5,747-99.4% | $7,344-99.5% |