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.
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 | $1,628 | $55,415-97.1% | $155,509-99.0% | $74,495-97.8% |
| Participation rate | 84.7% | 61.9%+22.8pp | 78.2%+6.6pp | 67.2%+17.5pp |
| Annual return | 53.28% | 268.50%-215.2pp | 64.67%-11.4pp | 1364.94%-1311.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $862 | $2,836-69.6% | $5,626-84.7% | $4,346-80.2% |
| Admin fee / account holder | $54 | $1,738-96.9% | $15,912-99.7% | $1,942-97.2% |