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 | $3,230 | $25,014-87.1% | $69,701-95.4% | $80,874-96.0% |
| Participation rate | 70.6% | 64.2%+6.3pp | 66.4%+4.1pp | 67.6%+2.9pp |
| Annual return | 17.07% | 19.07%-2.0pp | 100.32%-83.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $812 | $993-18.3% | $1,713-52.6% | $2,756-70.5% |
| Participant deferral / active EE | $1,647 | $1,839-10.4% | $2,887-42.9% | $4,297-61.7% |
| Admin fee / account holder | $207 | $2,488-91.7% | $4,717-95.6% | $6,935-97.0% |