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 | $315,966 | $112,881+179.9% | $90,951+247.4% | $158,922+98.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.81% | 215.79%-208.0pp | 134.60%-126.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $10,760 | $2,893+271.9% | $2,122+407.1% | $4,761+126.0% |
| Participant deferral / active EE | $10,035 | $4,128+143.1% | $3,373+197.5% | $5,982+67.7% |
| Admin fee / account holder | $16 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |