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 3-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 | $3,333 | $62,127-94.6% | $81,382-95.9% | $74,495-95.5% |
| Participation rate | 91.0% | 64.0%+27.0pp | 69.5%+21.5pp | 67.2%+23.8pp |
| Annual return | 103.45% | 16.48%+87.0pp | 24.73%+78.7pp | 1364.94%-1261.5pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,511 | $3,229-53.2% | $3,883-61.1% | $4,346-65.2% |
| Admin fee / account holder | $243 | $1,934-87.4% | $5,768-95.8% | $1,942-87.5% |