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 | $68,719-28.3% | $91,541-46.1% | $84,808-41.9% |
| Participation rate | 98.9% | 64.5%+34.4pp | 69.8%+29.2pp | 68.3%+30.6pp |
| Annual return | 17.62% | 19.12%-1.5pp | 20.50%-2.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $515 | $1,920-73.2% | $2,505-79.4% | $2,631-80.4% |
| Participant deferral / active EE | $1,736 | $3,136-44.6% | $4,008-56.7% | $4,212-58.8% |
| Admin fee / account holder | $54 | $5,786-99.1% | $6,956-99.2% | $7,344-99.3% |