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 | $305,244 | $124,281+145.6% | $109,143+179.7% | $167,490+82.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.23% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,019 | $4,207-28.2% | $3,722-18.9% | $4,837-37.6% |
| Participant deferral / active EE | $4,994 | $5,255-5.0% | $4,653+7.3% | $6,341-21.2% |
| Admin fee / account holder | $31 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |