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 | $2,527 | $56,053-95.5% | $75,972-96.7% | $80,856-96.9% |
| Participation rate | 72.7% | 62.0%+10.7pp | 69.1%+3.7pp | 67.6%+5.1pp |
| Annual return | 19.16% | 20.53%-1.4pp | 359.55%-340.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $870 | $1,874-53.6% | $2,685-67.6% | $2,755-68.4% |
| Participant deferral / active EE | $1,502 | $3,052-50.8% | $4,255-64.7% | $4,296-65.0% |
| Admin fee / account holder | $196 | $5,234-96.3% | $6,467-97.0% | $6,918-97.2% |