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 | $281,665 | $92,222+205.4% | $76,768+266.9% | $135,375+108.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.02% | 5.46%-5.4pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,111 | $3,216-65.4% | $2,485-55.3% | $4,779-76.7% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $262 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |