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 4-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 | $5,090 | $77,899-93.5% | $149,673-96.6% | $75,163-93.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 30.19% | 31.72%-1.5pp | 134.42%-104.2pp | 160.62%-130.4pp |
| Employer contribution / active EE | $1,514 | $3,137-51.7% | $4,818-68.6% | $2,670-43.3% |
| Participant deferral / active EE | $2,732 | $3,411-19.9% | $5,680-51.9% | $4,125-33.8% |
| Admin fee / account holder | $87 | $5,956-98.5% | $13,210-99.3% | $5,651-98.5% |