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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,366 | $89,652-88.4% | $141,162-92.7% | $65,185-84.1% |
| Participation rate | 80.2% | 74.7%+5.5pp | 82.5%-2.3pp | 70.2%+10.0pp |
| Annual return | 57.35% | 32.79%+24.6pp | 71.39%-14.0pp | 29.38%+28.0pp |
| Employer contribution / active EE | $3,303 | $3,065+7.8% | $4,735-30.2% | $2,177+51.8% |
| Participant deferral / active EE | $2,511 | $5,691-55.9% | $6,709-62.6% | $3,514-28.5% |
| Admin fee / account holder | $248 | $569-56.3% | $10,261-97.6% | $847-70.7% |