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 | $22,676 | $84,487-73.2% | $125,339-81.9% | $66,914-66.1% |
| Participation rate | 89.8% | 76.4%+13.4pp | 82.4%+7.4pp | 69.8%+20.0pp |
| Annual return | -7.97% | -8.39%+0.4pp | 572.05%-580.0pp | 1.58%-9.6pp |
| Employer contribution / active EE | $2,338 | $3,553-34.2% | $4,814-51.4% | $2,544-8.1% |
| Participant deferral / active EE | $6,620 | $6,781-2.4% | $7,446-11.1% | $4,237+56.2% |
| Admin fee / account holder | $236 | $685-65.6% | $10,010-97.6% | $593-60.3% |