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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,066 | $24,730-87.6% | $66,042-95.4% | $84,808-96.4% |
| Participation rate | 76.1% | 68.1%+8.0pp | 67.5%+8.6pp | 68.3%+7.8pp |
| Annual return | 20.82% | 79.55%-58.7pp | 52.11%-31.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $961 | $857+12.2% | $1,579-39.1% | $2,631-63.5% |
| Participant deferral / active EE | $2,226 | $1,737+28.2% | $2,835-21.5% | $4,212-47.1% |
| Admin fee / account holder | $17 | $3,014-99.4% | $5,747-99.7% | $7,344-99.8% |