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 | $2,274 | $20,316-88.8% | $66,042-96.6% | $74,304-96.9% |
| Participation rate | 76.9% | 62.8%+14.2pp | 67.5%+9.4pp | 60.3%+16.6pp |
| Annual return | 26.06% | 28.10%-2.0pp | 52.11%-26.1pp | 29.43%-3.4pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $834 | $1,615-48.3% | $2,835-70.6% | $3,767-77.9% |
| Admin fee / account holder | $36 | $1,668-97.9% | $5,747-99.4% | $2,969-98.8% |