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 | $7,077 | $73,933-90.4% | $96,683-92.7% | $75,163-90.6% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.9pp | 67.2%+20.0pp |
| Annual return | 22.98% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $894 | $2,928-69.5% | $3,737-76.1% | $2,670-66.5% |
| Participant deferral / active EE | $2,971 | $3,659-18.8% | $4,878-39.1% | $4,125-28.0% |
| Admin fee / account holder | $26 | $5,216-99.5% | $6,730-99.6% | $5,651-99.5% |