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).
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 | $2,437 | $24,730-90.1% | $66,042-96.3% | $84,808-97.1% |
| Participation rate | 81.6% | 68.1%+13.5pp | 67.5%+14.1pp | 68.3%+13.3pp |
| Annual return | 24.12% | 79.55%-55.4pp | 52.11%-28.0pp | 40.90%-16.8pp |
| Employer contribution / active EE | $653 | $857-23.8% | $1,579-58.6% | $2,631-75.2% |
| Participant deferral / active EE | $984 | $1,737-43.3% | $2,835-65.3% | $4,212-76.6% |
| Admin fee / account holder | $134 | $3,014-95.5% | $5,747-97.7% | $7,344-98.2% |