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 | $257,174 | $106,515+141.4% | $96,683+166.0% | $139,434+84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.53% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,030 | $4,103-1.8% | $3,737+7.8% | $4,751-15.2% |
| Participant deferral / active EE | $15,071 | $5,454+176.3% | $4,878+208.9% | $6,710+124.6% |
| Admin fee / account holder | $198 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |