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.
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 | $3,705 | $47,105-92.1% | $68,368-94.6% | $67,986-94.6% |
| Participation rate | 84.7% | 51.8%+32.9pp | 73.8%+10.9pp | 57.2%+27.5pp |
| Annual return | 36.38% | 48.37%-12.0pp | 292.57%-256.2pp | 31.67%+4.7pp |
| Employer contribution / active EE | $1,131 | $1,859-39.2% | $2,649-57.3% | $2,019-44.0% |
| Participant deferral / active EE | $1,729 | $2,374-27.2% | $4,123-58.1% | $3,358-48.5% |
| Admin fee / account holder | $244 | $2,435-90.0% | $5,150-95.3% | $3,203-92.4% |