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 8-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 | $16,910 | $58,264-71.0% | $86,612-80.5% | $71,457-76.3% |
| Participation rate | 97.4% | 65.0%+32.4pp | 71.7%+25.7pp | 67.9%+29.5pp |
| Annual return | 27.79% | 21.63%+6.2pp | 591.07%-563.3pp | 28.85%-1.1pp |
| Employer contribution / active EE | $3,361 | $2,574+30.6% | $3,022+11.2% | $2,588+29.9% |
| Participant deferral / active EE | $3,066 | $3,436-10.8% | $4,438-30.9% | $4,289-28.5% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |