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 | $1,085 | $51,175-97.9% | $70,515-98.5% | $75,163-98.6% |
| Participation rate | 73.9% | 60.9%+13.0pp | 68.3%+5.6pp | 67.2%+6.7pp |
| Annual return | 1751.97% | 30.02%+1721.9pp | 32.77%+1719.2pp | 160.62%+1591.4pp |
| Employer contribution / active EE | $467 | $1,826-74.4% | $2,973-84.3% | $2,670-82.5% |
| Participant deferral / active EE | $1,062 | $2,849-62.7% | $4,567-76.7% | $4,125-74.3% |
| Admin fee / account holder | $46 | $4,091-98.9% | $6,412-99.3% | $5,651-99.2% |