Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $2,613 | $45,343-94.2% | $150,298-98.3% | $67,986-96.2% |
| Participation rate | 73.1% | 51.9%+21.2pp | 77.8%-4.7pp | 57.2%+15.8pp |
| Annual return | 26.35% | 33.28%-6.9pp | 62.79%-36.4pp | 31.67%-5.3pp |
| Employer contribution / active EE | $529 | $1,462-63.8% | $4,154-87.3% | $2,019-73.8% |
| Participant deferral / active EE | $681 | $2,055-66.9% | $5,453-87.5% | $3,358-79.7% |
| Admin fee / account holder | $289 | $2,250-87.1% | $14,116-98.0% | $3,203-91.0% |