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.
Annual investment return 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 | $26,430 | $66,310-60.1% | $93,606-71.8% | $65,185-59.5% |
| Participation rate | 75.2% | 74.0%+1.3pp | 75.8%-0.6pp | 70.2%+5.0pp |
| Annual return | 16.12% | 42.58%-26.5pp | 32.76%-16.6pp | 29.38%-13.3pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,845 | $3,342-44.8% | $4,069-54.7% | $3,514-47.5% |
| Admin fee / account holder | $97 | $6,897-98.6% | $7,888-98.8% | $847-88.5% |