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 | $259,007 | $100,004+159.0% | $81,438+218.0% | $145,959+77.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 34.34%-21.8pp | 24.74%-12.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $18,908 | $2,970+536.7% | $2,460+668.5% | $4,661+305.7% |
| Participant deferral / active EE | $11,886 | $4,603+158.2% | $3,883+206.1% | $6,689+77.7% |
| Admin fee / account holder | $155 | $8,202-98.1% | $5,764-97.3% | $13,398-98.8% |