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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,782 | $80,177-87.8% | $123,892-92.1% | $57,658-83.0% |
| Participation rate | 89.9% | 74.4%+15.5pp | 81.4%+8.5pp | 70.2%+19.7pp |
| Annual return | 48.29% | 17.90%+30.4pp | 47.52%+0.8pp | 5.13%+43.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,083 | $5,130-0.9% | $5,984-15.1% | $3,061+66.1% |
| Admin fee / account holder | $31 | $106-71.3% | $8,357-99.6% | $95-67.7% |