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 | $6,893 | $98,750-93.0% | $149,696-95.4% | $79,858-91.4% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.5%+7.1pp | 69.6%+20.0pp |
| Annual return | 33.35% | 27.43%+5.9pp | 276.60%-243.3pp | 31.71%+1.6pp |
| Employer contribution / active EE | $966 | $3,216-70.0% | $4,644-79.2% | $2,471-60.9% |
| Participant deferral / active EE | $3,250 | $5,680-42.8% | $6,842-52.5% | $3,740-13.1% |
| Admin fee / account holder | $193 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |