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 | $1,263 | $25,014-94.9% | $69,647-98.2% | $80,856-98.4% |
| Participation rate | 80.5% | 64.2%+16.3pp | 66.5%+14.1pp | 67.6%+12.9pp |
| Annual return | 16.14% | 19.07%-2.9pp | 100.48%-84.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $448 | $993-54.9% | $1,712-73.9% | $2,755-83.8% |
| Participant deferral / active EE | $813 | $1,839-55.8% | $2,886-71.8% | $4,296-81.1% |
| Admin fee / account holder | $41 | $2,488-98.4% | $4,713-99.1% | $6,918-99.4% |