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 | $317,563 | $142,344+123.1% | $119,609+165.5% | $134,475+136.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -8.42% | -12.44%+4.0pp | -14.97%+6.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $12,295 | $5,222+135.4% | $4,232+190.5% | $4,740+159.4% |
| Participant deferral / active EE | $17,438 | $6,469+169.5% | $5,602+211.3% | $6,400+172.5% |
| Admin fee / account holder | $245 | $13,584-98.2% | $10,323-97.6% | $11,426-97.9% |