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 | $323,531 | $107,334+201.4% | $92,893+248.3% | $152,861+111.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.71% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $10,921 | $4,221+158.7% | $3,653+199.0% | $4,762+129.3% |
| Participant deferral / active EE | $12,228 | $4,845+152.4% | $4,236+188.7% | $5,850+109.0% |
| Admin fee / account holder | $51 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |