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 | $49,300 | $67,894-27.4% | $89,340-44.8% | $82,448-40.2% |
| Participation rate | 98.9% | 64.0%+34.9pp | 69.6%+29.4pp | 68.1%+30.9pp |
| Annual return | 17.62% | 19.21%-1.6pp | 20.57%-3.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $515 | $1,828-71.8% | $2,231-76.9% | $2,551-79.8% |
| Participant deferral / active EE | $1,736 | $3,072-43.5% | $3,823-54.6% | $4,139-58.1% |
| Admin fee / account holder | $54 | $5,723-99.1% | $6,704-99.2% | $7,234-99.3% |