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 | $2,056 | $25,014-91.8% | $69,701-97.1% | $80,874-97.5% |
| Participation rate | 82.7% | 64.2%+18.4pp | 66.4%+16.2pp | 67.6%+15.0pp |
| Annual return | 15.94% | 19.07%-3.1pp | 100.32%-84.4pp | 35.62%-19.7pp |
| Employer contribution / active EE | $508 | $993-48.9% | $1,713-70.4% | $2,756-81.6% |
| Participant deferral / active EE | $1,101 | $1,839-40.1% | $2,887-61.9% | $4,297-74.4% |
| Admin fee / account holder | $181 | $2,488-92.7% | $4,717-96.2% | $6,935-97.4% |