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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,852 | $59,623-96.9% | $95,585-98.1% | $85,563-97.8% |
| Participation rate | 78.5% | 57.2%+21.3pp | 72.1%+6.5pp | 66.0%+12.6pp |
| Annual return | 55.78% | 18.22%+37.6pp | 38.56%+17.2pp | 31.51%+24.3pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,109 | $3,357-67.0% | $4,023-72.4% | $4,375-74.7% |
| Admin fee / account holder | $283 | $650-56.4% | $6,127-95.4% | $834-66.0% |