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 | $67,984-85.9% | $65,493-85.3% | $74,304-87.1% |
| Participation rate | 87.8% | 66.3%+21.5pp | 73.1%+14.7pp | 60.3%+27.5pp |
| Annual return | 20.09% | 19.87%+0.2pp | 982.45%-962.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $972 | $2,491-61.0% | $2,574-62.3% | $2,241-56.6% |
| Participant deferral / active EE | $2,996 | $3,346-10.5% | $3,961-24.4% | $3,767-20.5% |
| Admin fee / account holder | $194 | $1,373-85.9% | $5,028-96.2% | $2,969-93.5% |