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 | $254,179 | $153,772+65.3% | $133,980+89.7% | $273,961-7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 27.10% | 36.51%-9.4pp | 29.30%-2.2pp | 41.45%-14.4pp |
| Employer contribution / active EE | $13,445 | $6,029+123.0% | $5,211+158.0% | $4,869+176.1% |
| Participant deferral / active EE | $8,206 | $6,958+17.9% | $6,282+30.6% | $5,287+55.2% |
| Admin fee / account holder | $173 | $11,765-98.5% | $9,324-98.1% | $10,132-98.3% |