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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,364 | $42,894-71.2% | $60,874-79.7% | $68,494-81.9% |
| Participation rate | 94.7% | 66.8%+27.9pp | 73.1%+21.6pp | 67.9%+26.8pp |
| Annual return | -18.79% | -13.98%-4.8pp | 16.90%-35.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,179 | $1,978+60.7% | $2,701+17.7% | $2,596+22.5% |
| Participant deferral / active EE | $2,205 | $2,867-23.1% | $3,817-42.2% | $4,027-45.3% |
| Admin fee / account holder | $215 | $3,101-93.1% | $3,224-93.3% | $5,403-96.0% |