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 4-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 | $4,329 | $24,811-82.6% | $69,701-93.8% | $74,546-94.2% |
| Participation rate | 86.9% | 63.5%+23.4pp | 66.4%+20.5pp | 67.2%+19.7pp |
| Annual return | 15.11% | 18.53%-3.4pp | 100.32%-85.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,074 | $1,003+7.1% | $1,713-37.3% | $2,624-59.1% |
| Participant deferral / active EE | $1,438 | $1,904-24.5% | $2,887-50.2% | $4,347-66.9% |
| Admin fee / account holder | $19 | $1,898-99.0% | $4,717-99.6% | $1,944-99.0% |