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 10-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 | $5,406 | $46,732-88.4% | $156,549-96.5% | $55,167-90.2% |
| Participation rate | 88.1% | 65.8%+22.3pp | 84.0%+4.1pp | 69.0%+19.1pp |
| Annual return | 37.21% | 17.72%+19.5pp | 32.23%+5.0pp | 169.23%-132.0pp |
| Employer contribution / active EE | $1,234 | $2,105-41.4% | $5,501-77.6% | $1,963-37.1% |
| Participant deferral / active EE | $3,012 | $2,204+36.6% | $4,871-38.2% | $3,054-1.4% |
| Admin fee / account holder | $250 | $418-40.3% | $13,027-98.1% | $504-50.4% |