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 5-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 | $4,433 | $57,057-92.2% | $85,009-94.8% | $80,874-94.5% |
| Participation rate | 87.8% | 56.4%+31.5pp | 67.5%+20.3pp | 67.6%+20.2pp |
| Annual return | 12.94% | 21.66%-8.7pp | 66.47%-53.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $760 | $1,799-57.7% | $2,728-72.1% | $2,756-72.4% |
| Participant deferral / active EE | $1,654 | $3,112-46.9% | $4,522-63.4% | $4,297-61.5% |
| Admin fee / account holder | $252 | $4,986-94.9% | $6,153-95.9% | $6,935-96.4% |