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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,820 | $95,803-57.4% | $113,168-63.9% | $84,808-51.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.94% | 25.00%-5.1pp | 24.27%-4.3pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,589 | $2,360-32.7% | $2,975-46.6% | $2,631-39.6% |
| Participant deferral / active EE | $2,585 | $4,242-39.1% | $5,107-49.4% | $4,212-38.6% |
| Admin fee / account holder | $12 | $8,989-99.9% | $12,068-99.9% | $7,344-99.8% |