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 9-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 | $14,018 | $61,272-77.1% | $149,673-90.6% | $71,457-80.4% |
| Participation rate | 79.6% | 62.5%+17.1pp | 78.8%+0.8pp | 67.9%+11.7pp |
| Annual return | 20.19% | 35.85%-15.7pp | 134.42%-114.2pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,828 | $2,378+18.9% | $4,818-41.3% | $2,588+9.3% |
| Participant deferral / active EE | $2,000 | $2,917-31.4% | $5,680-64.8% | $4,289-53.4% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |