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 10-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,762 | $60,349-50.7% | $74,183-59.9% | $62,891-52.7% |
| Participation rate | 87.3% | 72.7%+14.6pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 5.95% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,397 | $1,680+42.7% | $2,370+1.1% | $2,281+5.1% |
| Participant deferral / active EE | $5,662 | $2,856+98.2% | $3,550+59.5% | $3,203+76.8% |
| Admin fee / account holder | $10 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |