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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $302,920 | $112,729+168.7% | $98,716+206.9% | $137,256+120.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 14.49% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,177 | $4,640+140.9% | $4,048+176.1% | $6,407+74.4% |
| Admin fee / account holder | $10 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |