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 9-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 | $27,036 | $45,035-40.0% | $62,995-57.1% | $70,131-61.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 5.74% | 18.76%-13.0pp | 87.57%-81.8pp | 73.14%-67.4pp |
| Employer contribution / active EE | $849 | $2,051-58.6% | $2,759-69.2% | $2,342-63.7% |
| Participant deferral / active EE | $1,464 | $2,465-40.6% | $3,329-56.0% | $3,332-56.0% |
| Admin fee / account holder | $105 | $2,834-96.3% | $3,600-97.1% | $4,645-97.7% |