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 | $1,057 | $27,827-96.2% | $65,255-98.4% | $71,457-98.5% |
| Participation rate | 78.7% | 57.6%+21.1pp | 65.0%+13.7pp | 67.9%+10.7pp |
| Annual return | 304.94% | 41.58%+263.4pp | 47.35%+257.6pp | 28.85%+276.1pp |
| Employer contribution / active EE | $367 | $1,405-73.9% | $1,691-78.3% | $2,588-85.8% |
| Participant deferral / active EE | $730 | $1,861-60.8% | $2,831-74.2% | $4,289-83.0% |
| Admin fee / account holder | $183 | $3,850-95.2% | $4,112-95.6% | $1,587-88.5% |