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 | $704,102 | $132,239+432.4% | $105,722+566.0% | $273,961+157.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.70% | 10.07%-3.4pp | 12.25%-5.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,368 | $4,867-10.3% | $4,079+7.1% | $4,869-10.3% |
| Participant deferral / active EE | $15,696 | $6,233+151.8% | $5,326+194.7% | $5,287+196.9% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |