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 | $1,342 | $22,587-94.1% | $65,255-97.9% | $75,163-98.2% |
| Participation rate | 79.4% | 63.1%+16.3pp | 65.0%+14.4pp | 67.2%+12.2pp |
| Annual return | 72.34% | 71.03%+1.3pp | 47.35%+25.0pp | 160.62%-88.3pp |
| Employer contribution / active EE | $655 | $941-30.4% | $1,691-61.3% | $2,670-75.5% |
| Participant deferral / active EE | $1,185 | $1,695-30.1% | $2,831-58.2% | $4,125-71.3% |
| Admin fee / account holder | $91 | $1,876-95.2% | $4,112-97.8% | $5,651-98.4% |