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.
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 | $3,857 | $55,472-93.0% | $155,567-97.5% | $74,546-94.8% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 6.92% | 268.72%-261.8pp | 64.74%-57.8pp | 1366.03%-1359.1pp |
| Employer contribution / active EE | $608 | $2,269-73.2% | $4,674-87.0% | $2,624-76.8% |
| Participant deferral / active EE | $1,466 | $2,838-48.4% | $5,628-74.0% | $4,347-66.3% |
| Admin fee / account holder | $167 | $1,743-90.4% | $15,916-98.9% | $1,944-91.4% |