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 | $316,115 | $131,829+139.8% | $108,579+191.1% | $273,961+15.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 12.39% | -91.57%+104.0pp | -51.70%+64.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $13,285 | $4,912+170.4% | $3,758+253.5% | $4,869+172.9% |
| Participant deferral / active EE | $4,800 | $5,127-6.4% | $4,311+11.3% | $5,287-9.2% |
| Admin fee / account holder | $13 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |