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 | $1,195 | $81,248-98.5% | $155,509-99.2% | $80,856-98.5% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 16.37% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $414 | $3,100-86.6% | $4,672-91.1% | $2,755-85.0% |
| Participant deferral / active EE | $1,047 | $3,452-69.7% | $5,626-81.4% | $4,296-75.6% |
| Admin fee / account holder | $37 | $7,997-99.5% | $15,912-99.8% | $6,918-99.5% |