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 | $23,560 | $43,423-45.7% | $78,689-70.1% | $55,167-57.3% |
| Participation rate | 81.4% | 68.0%+13.3pp | 73.6%+7.8pp | 69.0%+12.4pp |
| Annual return | 8.19% | 11.53%-3.3pp | 62.18%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,854 | $1,997-7.1% | $2,851-35.0% | $1,963-5.5% |
| Participant deferral / active EE | $895 | $2,509-64.3% | $3,517-74.6% | $3,054-70.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |