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 9-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 | $15,109 | $67,703-77.7% | $127,761-88.2% | $65,185-76.8% |
| Participation rate | 90.3% | 74.5%+15.8pp | 79.0%+11.3pp | 70.2%+20.1pp |
| Annual return | 33.61% | 24.36%+9.2pp | 26.14%+7.5pp | 29.38%+4.2pp |
| Employer contribution / active EE | $1,326 | $3,724-64.4% | $4,574-71.0% | $2,177-39.1% |
| Participant deferral / active EE | $3,847 | $4,787-19.6% | $6,021-36.1% | $3,514+9.5% |
| Admin fee / account holder | $221 | $618-64.2% | $9,395-97.6% | $847-73.9% |