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 | $2,156 | $24,733-91.3% | $69,647-96.9% | $74,495-97.1% |
| Participation rate | 77.1% | 63.5%+13.6pp | 66.5%+10.7pp | 67.2%+9.9pp |
| Annual return | 17.57% | 18.55%-1.0pp | 100.48%-82.9pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $581 | $1,001-42.0% | $1,712-66.1% | $2,623-77.9% |
| Participant deferral / active EE | $1,105 | $1,901-41.9% | $2,886-61.7% | $4,346-74.6% |
| Admin fee / account holder | $129 | $1,892-93.2% | $4,713-97.3% | $1,942-93.4% |