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 9-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 | $108,876 | $101,317+7.5% | $146,958-25.9% | $74,495+46.2% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 49.28% | 8730.91%-8681.6pp | 418.34%-369.1pp | 1364.94%-1315.7pp |
| Employer contribution / active EE | $6,802 | $3,810+78.5% | $4,933+37.9% | $2,623+159.3% |
| Participant deferral / active EE | $13,124 | $7,303+79.7% | $8,070+62.6% | $4,346+202.0% |
| Admin fee / account holder | $3 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |