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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,180 | $24,730-75.0% | $66,042-90.6% | $84,808-92.7% |
| Participation rate | 90.0% | 68.1%+21.9pp | 67.5%+22.5pp | 68.3%+21.7pp |
| Annual return | 19.99% | 79.55%-59.6pp | 52.11%-32.1pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,016 | $857+18.6% | $1,579-35.7% | $2,631-61.4% |
| Participant deferral / active EE | $2,058 | $1,737+18.5% | $2,835-27.4% | $4,212-51.1% |
| Admin fee / account holder | $33 | $3,014-98.9% | $5,747-99.4% | $7,344-99.5% |