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 | $6,951 | $79,523-91.3% | $140,016-95.0% | $56,287-87.7% |
| Participation rate | 74.3% | 85.7%-11.4pp | 87.5%-13.2pp | 69.9%+4.5pp |
| Annual return | 21.58% | 2.39%+19.2pp | 651.12%-629.5pp | -9.96%+31.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,904 | $5,129-62.9% | $6,927-72.5% | $3,350-43.2% |
| Admin fee / account holder | $52 | $614-91.6% | $10,705-99.5% | $521-90.1% |