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 5-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.
Annual investment return 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 | $6,839 | $65,061-89.5% | $143,757-95.2% | $66,914-89.8% |
| Participation rate | 95.9% | 65.2%+30.7pp | 80.3%+15.6pp | 69.8%+26.1pp |
| Annual return | -22.97% | -11.14%-11.8pp | -0.04%-22.9pp | 1.58%-24.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,328 | $2,919+82.5% | $5,637-5.5% | $4,237+25.8% |
| Admin fee / account holder | $138 | $502-72.5% | $14,673-99.1% | $593-76.8% |