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.
Participant contribution per participant 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 | $2,156 | $60,261-96.4% | $81,783-97.4% | $74,546-97.1% |
| Participation rate | 90.9% | 62.9%+28.0pp | 72.4%+18.6pp | 67.2%+23.7pp |
| Annual return | 111.40% | 16.88%+94.5pp | 775.05%-663.6pp | 1366.03%-1254.6pp |
| Employer contribution / active EE | $788 | $2,622-69.9% | $2,913-72.9% | $2,624-70.0% |
| Participant deferral / active EE | $193 | $3,388-94.3% | $4,320-95.5% | $4,347-95.6% |
| Admin fee / account holder | $152 | $1,482-89.7% | $7,380-97.9% | $1,944-92.2% |