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.
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 | $5,898 | $88,360-93.3% | $145,433-95.9% | $67,986-91.3% |
| Participation rate | 95.3% | 65.5%+29.8pp | 82.1%+13.2pp | 57.2%+38.1pp |
| Annual return | 25.10% | 63.15%-38.1pp | 66.58%-41.5pp | 31.67%-6.6pp |
| Employer contribution / active EE | $1,474 | $3,054-51.7% | $4,554-67.6% | $2,019-27.0% |
| Participant deferral / active EE | $1,859 | $5,932-68.7% | $7,897-76.5% | $3,358-44.6% |
| Admin fee / account holder | $201 | $3,313-93.9% | $13,129-98.5% | $3,203-93.7% |