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 | $1,011 | $56,317-98.2% | $71,209-98.6% | $74,304-98.6% |
| Participation rate | 74.6% | 55.1%+19.5pp | 73.8%+0.9pp | 60.3%+14.3pp |
| Annual return | 30.74% | 42.83%-12.1pp | 282.51%-251.8pp | 29.43%+1.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $546 | $2,788-80.4% | $4,175-86.9% | $3,767-85.5% |
| Admin fee / account holder | $173 | $2,290-92.4% | $5,349-96.8% | $2,969-94.2% |