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 6-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 | $5,422 | $91,538-94.1% | $129,995-95.8% | $75,163-92.8% |
| Participation rate | 94.0% | 71.4%+22.6pp | 78.5%+15.5pp | 67.2%+26.8pp |
| Annual return | 26.83% | -631.11%+657.9pp | -137.18%+164.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $4,842 | $2,845+70.2% | $4,320+12.1% | $2,670+81.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |