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 | $20,173 | $84,487-76.1% | $125,339-83.9% | $66,914-69.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -9.61% | -8.39%-1.2pp | 572.05%-581.7pp | 1.58%-11.2pp |
| Employer contribution / active EE | $2,122 | $3,553-40.3% | $4,814-55.9% | $2,544-16.6% |
| Participant deferral / active EE | $5,928 | $6,781-12.6% | $7,446-20.4% | $4,237+39.9% |
| Admin fee / account holder | $175 | $685-74.4% | $10,010-98.2% | $593-70.4% |