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.
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 | $12,854 | $52,953-75.7% | $172,739-92.6% | $65,185-80.3% |
| Participation rate | 97.7% | 66.2%+31.5pp | 82.6%+15.0pp | 70.2%+27.5pp |
| Annual return | 21.84% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,180 | $2,190+45.2% | $5,143-38.2% | $2,177+46.1% |
| Participant deferral / active EE | $1,633 | $2,471-33.9% | $5,198-68.6% | $3,514-53.5% |
| Admin fee / account holder | $277 | $472-41.2% | $13,954-98.0% | $847-67.3% |