Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,832 | $29,319-76.7% | $52,425-87.0% | $82,448-91.7% |
| Participation rate | 98.6% | 46.9%+51.8pp | 55.6%+43.0pp | 68.1%+30.5pp |
| Annual return | 15.01% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $623 | $586+6.2% | $914-31.9% | $2,551-75.6% |
| Participant deferral / active EE | $1,367 | $1,171+16.7% | $1,790-23.6% | $4,139-67.0% |
| Admin fee / account holder | $48 | $1,962-97.5% | $2,495-98.1% | $7,234-99.3% |