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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,500 | $70,669-90.8% | $169,368-96.2% | $75,163-91.4% |
| Participation rate | 89.1% | 64.8%+24.3pp | 77.1%+11.9pp | 67.2%+21.9pp |
| Annual return | 21.53% | 36.36%-14.8pp | 405.60%-384.1pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,604 | $4,311-39.6% | $6,221-58.2% | $4,125-36.9% |
| Admin fee / account holder | $210 | $5,402-96.1% | $9,003-97.7% | $5,651-96.3% |