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.
Employer 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 | $4,086 | $67,606-94.0% | $82,313-95.0% | $70,131-94.2% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+22.9pp |
| Annual return | 25.44% | 21.57%+3.9pp | 25.88%-0.4pp | 73.14%-47.7pp |
| Employer contribution / active EE | $136 | $1,755-92.3% | $2,428-94.4% | $2,342-94.2% |
| Participant deferral / active EE | $2,138 | $2,987-28.4% | $3,706-42.3% | $3,332-35.8% |
| Admin fee / account holder | $200 | $4,512-95.6% | $5,608-96.4% | $4,645-95.7% |