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 | $2,435 | $56,053-95.7% | $75,972-96.8% | $80,856-97.0% |
| Participation rate | 76.7% | 62.0%+14.7pp | 69.1%+7.7pp | 67.6%+9.1pp |
| Annual return | 16.87% | 20.53%-3.7pp | 359.55%-342.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $775 | $1,874-58.7% | $2,685-71.1% | $2,755-71.9% |
| Participant deferral / active EE | $1,495 | $3,052-51.0% | $4,255-64.9% | $4,296-65.2% |
| Admin fee / account holder | $230 | $5,234-95.6% | $6,467-96.4% | $6,918-96.7% |