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.
Participant 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 | $11,244 | $43,723-74.3% | $121,196-90.7% | $64,186-82.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -1.67% | 68.91%-70.6pp | 16.93%-18.6pp | 7.63%-9.3pp |
| Employer contribution / active EE | $984 | $1,296-24.1% | $4,022-75.5% | $2,381-58.7% |
| Participant deferral / active EE | $613 | $2,280-73.1% | $3,344-81.7% | $3,470-82.3% |
| Admin fee / account holder | $196 | $3,501-94.4% | $5,019-96.1% | $4,888-96.0% |