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 | $15,246 | $73,102-79.1% | $123,544-87.7% | $56,287-72.9% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.9pp |
| Annual return | -5.25% | 3.01%-8.3pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,535 | $2,977-48.5% | $4,628-66.8% | $2,111-27.3% |
| Participant deferral / active EE | $4,417 | $5,423-18.5% | $6,426-31.3% | $3,350+31.9% |
| Admin fee / account holder | $215 | $554-61.1% | $9,284-97.7% | $521-58.6% |