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 7-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 | $1,999 | $66,124-97.0% | $90,404-97.8% | $73,488-97.3% |
| Participation rate | 89.6% | 69.7%+19.9pp | 72.7%+16.9pp | 70.7%+18.9pp |
| Annual return | 241.20% | 17.65%+223.5pp | 1293.02%-1051.8pp | 28.51%+212.7pp |
| Employer contribution / active EE | $378 | $2,346-83.9% | $3,262-88.4% | $2,270-83.4% |
| Participant deferral / active EE | $1,823 | $3,039-40.0% | $3,963-54.0% | $3,740-51.3% |
| Admin fee / account holder | $144 | $396-63.6% | $5,611-97.4% | $513-71.9% |