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.
Employer contribution per participant 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 | $16,375 | $44,873-63.5% | $79,464-79.4% | $56,287-70.9% |
| Participation rate | 84.3% | 68.7%+15.5pp | 73.3%+10.9pp | 69.9%+14.4pp |
| Annual return | -6.60% | 0.81%-7.4pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $320 | $2,140-85.0% | $2,800-88.6% | $2,111-84.8% |
| Participant deferral / active EE | $1,290 | $2,746-53.0% | $3,704-65.2% | $3,350-61.5% |
| Admin fee / account holder | $264 | $418-36.9% | $5,113-94.8% | $521-49.3% |