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 1 actuary disclosure 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.9%-43.9pp |
| Annual return | 14.70% | 6.78%+7.9pp | 7.18%+7.5pp | 13.05%+1.7pp |
| Employer contribution / active EE | $73,597 | $39,559+86.0% | $35,855+105.3% | $37,651+95.5% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $30,946-100.0% |