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).
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 | $1,852 | $22,587-91.8% | $65,255-97.2% | $75,163-97.5% |
| Participation rate | 76.1% | 63.1%+13.0pp | 65.0%+11.1pp | 67.2%+8.9pp |
| Annual return | 19.92% | 71.03%-51.1pp | 47.35%-27.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $592 | $941-37.1% | $1,691-65.0% | $2,670-77.8% |
| Participant deferral / active EE | $1,661 | $1,695-2.0% | $2,831-41.3% | $4,125-59.7% |
| Admin fee / account holder | $103 | $1,876-94.5% | $4,112-97.5% | $5,651-98.2% |