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 | $16,943 | $55,415-69.4% | $155,509-89.1% | $74,495-77.3% |
| Participation rate | 78.7% | 61.9%+16.8pp | 78.2%+0.5pp | 67.2%+11.5pp |
| Annual return | 11.32% | 268.50%-257.2pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,052 | $2,267+34.6% | $4,672-34.7% | $2,623+16.3% |
| Participant deferral / active EE | $2,657 | $2,836-6.3% | $5,626-52.8% | $4,346-38.9% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |