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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $444 | $49,915-99.1% | $154,803-99.7% | $74,304-99.4% |
| Participation rate | 70.9% | 54.0%+16.9pp | 78.1%-7.2pp | 60.3%+10.5pp |
| Annual return | 32.43% | 34.06%-1.6pp | 58.88%-26.5pp | 29.43%+3.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $238 | $2,255-89.4% | $5,540-95.7% | $3,767-93.7% |
| Admin fee / account holder | $26 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |