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 | $63,770-97.5% | $71,209-97.8% | $102,872-98.5% |
| Participation rate | 78.5% | 61.0%+17.5pp | 73.8%+4.8pp | 73.0%+5.5pp |
| Annual return | 34.01% | 16.01%+18.0pp | 282.51%-248.5pp | 19.06%+15.0pp |
| Employer contribution / active EE | $12 | $2,367-99.5% | $2,721-99.6% | $3,526-99.7% |
| Participant deferral / active EE | $974 | $3,587-72.8% | $4,175-76.7% | $5,535-82.4% |
| Admin fee / account holder | $119 | $220-45.8% | $5,349-97.8% | $292-59.2% |