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 4-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 | $6,301 | $48,750-87.1% | $88,946-92.9% | $74,304-91.5% |
| Participation rate | 81.5% | 44.5%+37.1pp | 68.8%+12.7pp | 60.3%+21.2pp |
| Annual return | 36.60% | 25.91%+10.7pp | 57.82%-21.2pp | 29.43%+7.2pp |
| Employer contribution / active EE | $466 | $1,255-62.9% | $2,555-81.8% | $2,241-79.2% |
| Participant deferral / active EE | $1,025 | $2,423-57.7% | $4,581-77.6% | $3,767-72.8% |
| Admin fee / account holder | $199 | $3,756-94.7% | $8,261-97.6% | $2,969-93.3% |