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.
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 | $4,860 | $41,078-88.2% | $80,569-94.0% | $71,457-93.2% |
| Participation rate | 90.8% | 50.2%+40.6pp | 67.0%+23.8pp | 67.9%+22.9pp |
| Annual return | 22.98% | 38.45%-15.5pp | 935.43%-912.4pp | 28.85%-5.9pp |
| Employer contribution / active EE | $799 | $1,506-46.9% | $2,723-70.7% | $2,588-69.1% |
| Participant deferral / active EE | $1,277 | $2,699-52.7% | $4,447-71.3% | $4,289-70.2% |
| Admin fee / account holder | $103 | $1,840-94.4% | $5,377-98.1% | $1,587-93.5% |