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 | $2,437 | $56,053-95.7% | $75,972-96.8% | $80,856-97.0% |
| Participation rate | 94.9% | 62.0%+32.8pp | 69.1%+25.8pp | 67.6%+27.2pp |
| Annual return | 16.33% | 20.53%-4.2pp | 359.55%-343.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,132 | $1,874-39.6% | $2,685-57.8% | $2,755-58.9% |
| Participant deferral / active EE | $2,408 | $3,052-21.1% | $4,255-43.4% | $4,296-43.9% |
| Admin fee / account holder | $107 | $5,234-98.0% | $6,467-98.3% | $6,918-98.5% |