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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,364 | $68,719-52.9% | $91,541-64.6% | $84,808-61.8% |
| Participation rate | 86.5% | 64.5%+22.0pp | 69.8%+16.8pp | 68.3%+18.2pp |
| Annual return | 16.83% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $801 | $1,920-58.3% | $2,505-68.0% | $2,631-69.5% |
| Participant deferral / active EE | $2,054 | $3,136-34.5% | $4,008-48.7% | $4,212-51.2% |
| Admin fee / account holder | $244 | $5,786-95.8% | $6,956-96.5% | $7,344-96.7% |