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 | $9,611 | $64,705-85.1% | $62,929-84.7% | $67,986-85.9% |
| Participation rate | 87.8% | 65.6%+22.2pp | 73.1%+14.7pp | 57.2%+30.6pp |
| Annual return | 20.09% | 20.31%-0.2pp | 1063.93%-1043.8pp | 31.67%-11.6pp |
| Employer contribution / active EE | $972 | $2,376-59.1% | $2,505-61.2% | $2,019-51.9% |
| Participant deferral / active EE | $2,996 | $3,198-6.3% | $3,888-22.9% | $3,358-10.8% |
| Admin fee / account holder | $194 | $1,428-86.4% | $5,065-96.2% | $3,203-94.0% |