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.
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 | $10,594 | $101,724-89.6% | $164,813-93.6% | $80,856-86.9% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.6%+23.1pp |
| Annual return | 23.10% | 16.72%+6.4pp | 69.93%-46.8pp | 35.59%-12.5pp |
| Employer contribution / active EE | $1,285 | $2,953-56.5% | $4,341-70.4% | $2,755-53.4% |
| Participant deferral / active EE | $4,138 | $4,477-7.6% | $6,031-31.4% | $4,296-3.7% |
| Admin fee / account holder | $293 | $8,227-96.4% | $12,690-97.7% | $6,918-95.8% |