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 | $257,948 | $135,952+89.7% | $123,892+108.2% | $273,961-5.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.24% | 56.63%-44.4pp | 47.52%-35.3pp | 41.45%-29.2pp |
| Employer contribution / active EE | $14,141 | $5,170+173.5% | $4,617+206.3% | $4,869+190.4% |
| Participant deferral / active EE | $10,987 | $6,343+73.2% | $5,984+83.6% | $5,287+107.8% |
| Admin fee / account holder | $90 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |