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 | $3,048 | $76,552-96.0% | $123,892-97.5% | $62,891-95.2% |
| Participation rate | 85.0% | 73.0%+12.0pp | 81.4%+3.6pp | 69.3%+15.7pp |
| Annual return | 12.66% | 18.68%-6.0pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $817 | $2,883-71.7% | $4,617-82.3% | $2,281-64.2% |
| Participant deferral / active EE | $1,278 | $4,840-73.6% | $5,984-78.6% | $3,203-60.1% |
| Admin fee / account holder | $199 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |