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 | $373,984 | $181,894+105.6% | $156,549+138.9% | $273,961+36.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.65% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,519 | $6,248+20.3% | $5,501+36.7% | $4,869+54.4% |
| Participant deferral / active EE | $7,129 | $5,550+28.5% | $4,871+46.4% | $5,287+34.8% |
| Admin fee / account holder | $63 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |