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 | $29,051-93.1% | $52,425-96.2% | $67,986-97.1% |
| Participation rate | 89.2% | 30.4%+58.8pp | 55.6%+33.6pp | 57.2%+32.0pp |
| Annual return | 19.86% | 24.00%-4.1pp | 302.12%-282.3pp | 31.67%-11.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $760 | $873-13.0% | $1,790-57.6% | $3,358-77.4% |
| Admin fee / account holder | $275 | $2,113-87.0% | $2,495-89.0% | $3,203-91.4% |