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.
Participant 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 | $1,806 | $100,923-98.2% | $150,045-98.8% | $74,304-97.6% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.3%-1.1pp | 60.3%+20.9pp |
| Annual return | 56.56% | 51.77%+4.8pp | 62.55%-6.0pp | 29.43%+27.1pp |
| Employer contribution / active EE | $745 | $3,463-78.5% | $4,693-84.1% | $2,241-66.8% |
| Participant deferral / active EE | $854 | $6,709-87.3% | $7,997-89.3% | $3,767-77.3% |
| Admin fee / account holder | $98 | $2,767-96.4% | $13,435-99.3% | $2,969-96.7% |