Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $250,533 | $101,618+146.5% | $93,063+169.2% | $137,256+82.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.50% | 223.95%-202.4pp | 34.15%-12.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $10,915 | $2,707+303.2% | $2,476+340.8% | $4,156+162.6% |
| Participant deferral / active EE | $9,080 | $4,279+112.2% | $3,958+129.4% | $6,407+41.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |