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 4-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 | $1,997 | $31,310-93.6% | $53,898-96.3% | $74,304-97.3% |
| Participation rate | 89.2% | 30.7%+58.5pp | 55.0%+34.3pp | 60.3%+28.9pp |
| Annual return | 19.86% | 23.16%-3.3pp | 528.60%-508.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $760 | $934-18.7% | $1,826-58.4% | $3,767-79.8% |
| Admin fee / account holder | $275 | $2,175-87.4% | $2,491-89.0% | $2,969-90.7% |