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 8-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 | $1,989 | $85,202-97.7% | $172,739-98.8% | $72,985-97.3% |
| Participation rate | 97.3% | 70.1%+27.3pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 547.98% | 27.32%+520.7pp | 802.84%-254.9pp | 81.00%+467.0pp |
| Employer contribution / active EE | $408 | $3,324-87.7% | $5,143-92.1% | $2,440-83.3% |
| Participant deferral / active EE | $4 | $3,260-99.9% | $5,198-99.9% | $3,607-99.9% |
| Admin fee / account holder | $48 | $5,884-99.2% | $13,954-99.7% | $5,124-99.1% |