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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,482 | $52,639-95.3% | $185,117-98.7% | $62,292-96.0% |
| Participation rate | 88.7% | 63.9%+24.8pp | 77.3%+11.4pp | 69.5%+19.2pp |
| Annual return | 21.21% | 19.57%+1.6pp | 40.50%-19.3pp | 28.90%-7.7pp |
| Employer contribution / active EE | $659 | $1,483-55.6% | $4,182-84.2% | $2,042-67.7% |
| Participant deferral / active EE | $1,174 | $3,097-62.1% | $5,045-76.7% | $3,169-63.0% |
| Admin fee / account holder | $12 | $374-96.9% | $8,159-99.9% | $479-97.6% |