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 4-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 | $12,659 | $84,487-85.0% | $125,339-89.9% | $66,914-81.1% |
| Participation rate | 93.1% | 76.4%+16.7pp | 82.4%+10.7pp | 69.8%+23.3pp |
| Annual return | 268.28% | -8.39%+276.7pp | 572.05%-303.8pp | 1.58%+266.7pp |
| Employer contribution / active EE | $1,550 | $3,553-56.4% | $4,814-67.8% | $2,544-39.1% |
| Participant deferral / active EE | $3,364 | $6,781-50.4% | $7,446-54.8% | $4,237-20.6% |
| Admin fee / account holder | $26 | $685-96.2% | $10,010-99.7% | $593-95.7% |