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 | $21,409 | $76,670-72.1% | $96,683-77.9% | $71,457-70.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.56% | 48.29%-28.7pp | 35.69%-16.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,177 | $3,031-28.2% | $3,737-41.7% | $2,588-15.9% |
| Participant deferral / active EE | $1,658 | $3,771-56.0% | $4,878-66.0% | $4,289-61.3% |
| Admin fee / account holder | $156 | $2,028-92.3% | $6,730-97.7% | $1,587-90.2% |