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.
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 | $3,832 | $56,287-93.2% | - | $56,287-93.2% |
| Participation rate | 90.7% | 69.9%+20.9pp | - | 69.9%+20.9pp |
| Annual return | 0.12% | -9.96%+10.1pp | - | -9.96%+10.1pp |
| Employer contribution / active EE | $2,761 | $2,111+30.8% | - | $2,111+30.8% |
| Participant deferral / active EE | $0 | $3,350-100.0% | - | $3,350-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | - | $521-100.0% |