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 | $3,441 | $61,774-94.4% | $97,226-96.5% | $80,856-95.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 15.12% | -557.90%+573.0pp | 75.13%-60.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $744 | $1,837-59.5% | $2,729-72.7% | $2,755-73.0% |
| Participant deferral / active EE | $1,719 | $3,029-43.3% | $4,264-59.7% | $4,296-60.0% |
| Admin fee / account holder | $81 | $5,166-98.4% | $5,654-98.6% | $6,918-98.8% |