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.
Employer 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,337 | $58,726-72.2% | $92,233-82.3% | $62,292-73.8% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 20.09% | 43.62%-23.5pp | 176.28%-156.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $185 | $2,392-92.3% | $3,679-95.0% | $2,042-90.9% |
| Participant deferral / active EE | $3,163 | $2,766+14.4% | $3,897-18.8% | $3,169-0.2% |
| Admin fee / account holder | $4 | $556-99.3% | $5,194-99.9% | $479-99.2% |