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 | $624,272 | $97,044+543.3% | $83,333+649.1% | $135,375+361.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.84% | 12.31%-15.1pp | 10.63%-13.5pp | 519.73%-522.6pp |
| Employer contribution / active EE | $5,142 | $4,143+24.1% | $3,379+52.2% | $4,779+7.6% |
| Participant deferral / active EE | $2,112 | $5,964-64.6% | $5,565-62.0% | $5,609-62.3% |
| Admin fee / account holder | $60 | $8,380-99.3% | $7,510-99.2% | $10,827-99.4% |