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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,893 | $99,341+198.9% | $84,750+250.3% | $273,961+8.4% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 5.25% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $7,376 | $4,214+75.0% | $3,574+106.4% | $4,869+51.5% |
| Participant deferral / active EE | $8,000 | $4,269+87.4% | $3,712+115.5% | $5,287+51.3% |
| Admin fee / account holder | -$2,084 | $6,644-131.4% | $5,332-139.1% | $10,132-120.6% |