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.
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 | $40,820 | $95,453-57.2% | $112,040-63.6% | $82,448-50.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.94% | 23.92%-4.0pp | 24.52%-4.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,589 | $2,318-31.4% | $2,954-46.2% | $2,551-37.7% |
| Participant deferral / active EE | $2,585 | $4,224-38.8% | $5,098-49.3% | $4,139-37.5% |
| Admin fee / account holder | $12 | $9,013-99.9% | $12,098-99.9% | $7,234-99.8% |