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 4-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 | $1,603 | $48,230-96.7% | $67,502-97.6% | $80,856-98.0% |
| Participation rate | 79.5% | 66.4%+13.1pp | 72.9%+6.6pp | 67.6%+11.9pp |
| Annual return | 15.45% | 18.28%-2.8pp | 3512.12%-3496.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $934 | $2,924-68.1% | $4,000-76.7% | $4,296-78.3% |
| Admin fee / account holder | $73 | $3,681-98.0% | $3,998-98.2% | $6,918-98.9% |