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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,584 | $56,734-97.2% | $68,368-97.7% | $103,975-98.5% |
| Participation rate | 78.5% | 61.6%+17.0pp | 73.8%+4.8pp | 72.5%+6.0pp |
| Annual return | 34.01% | 13.73%+20.3pp | 292.57%-258.6pp | 19.41%+14.6pp |
| Employer contribution / active EE | $12 | $1,867-99.4% | $2,649-99.6% | $3,722-99.7% |
| Participant deferral / active EE | $974 | $2,940-66.9% | $4,123-76.4% | $5,343-81.8% |
| Admin fee / account holder | $119 | $263-54.7% | $5,150-97.7% | $332-64.2% |