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 | $2,284 | $25,014-90.9% | $69,701-96.7% | $80,874-97.2% |
| Participation rate | 75.5% | 64.2%+11.3pp | 66.4%+9.1pp | 67.6%+7.9pp |
| Annual return | 17.13% | 19.07%-1.9pp | 100.32%-83.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $581 | $993-41.5% | $1,713-66.1% | $2,756-78.9% |
| Participant deferral / active EE | $1,167 | $1,839-36.6% | $2,887-59.6% | $4,297-72.8% |
| Admin fee / account holder | $245 | $2,488-90.2% | $4,717-94.8% | $6,935-96.5% |