Filed April 22, 2025
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 | $835,521 | $94,752+781.8% | $112,887+640.1% | $139,434+499.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 34.32% | 40.88%-6.6pp | 34.10%+0.2pp | 372.94%-338.6pp |
| Employer contribution / active EE | $41,980 | $4,625+807.7% | $4,563+819.9% | $4,751+783.6% |
| Participant deferral / active EE | $22,550 | $6,512+246.3% | $6,513+246.2% | $6,710+236.1% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |