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 3-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.
Participant 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 | $638 | $55,472-98.9% | $155,567-99.6% | $74,546-99.1% |
| Participation rate | 91.0% | 61.9%+29.1pp | 78.2%+12.8pp | 67.2%+23.8pp |
| Annual return | 11.25% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $307 | $2,838-89.2% | $5,628-94.5% | $4,347-92.9% |
| Admin fee / account holder | $41 | $1,743-97.7% | $15,916-99.7% | $1,944-97.9% |