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 | $7,975 | $76,000-89.5% | $154,107-94.8% | $64,186-87.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.39% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $852 | $3,351-74.6% | $5,298-83.9% | $2,381-64.2% |
| Participant deferral / active EE | $2,763 | $3,175-13.0% | $5,081-45.6% | $3,470-20.4% |
| Admin fee / account holder | $161 | $5,596-97.1% | $13,411-98.8% | $4,888-96.7% |