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 | $1,683 | $22,587-92.5% | $65,255-97.4% | $75,163-97.8% |
| Participation rate | 74.2% | 63.1%+11.2pp | 65.0%+9.3pp | 67.2%+7.1pp |
| Annual return | 118.34% | 71.03%+47.3pp | 47.35%+71.0pp | 160.62%-42.3pp |
| Employer contribution / active EE | $645 | $941-31.5% | $1,691-61.9% | $2,670-75.9% |
| Participant deferral / active EE | $1,668 | $1,695-1.6% | $2,831-41.1% | $4,125-59.6% |
| Admin fee / account holder | $116 | $1,876-93.8% | $4,112-97.2% | $5,651-97.9% |