Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $15,146 | $122,239-87.6% | $184,200-91.8% | $74,546-79.7% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 48.36% | 19.95%+28.4pp | 28.80%+19.6pp | 1366.03%-1317.7pp |
| Employer contribution / active EE | $3,555 | $4,537-21.7% | $6,424-44.7% | $2,624+35.5% |
| Participant deferral / active EE | $8,587 | $7,139+20.3% | $9,132-6.0% | $4,347+97.5% |
| Admin fee / account holder | $62 | $1,260-95.1% | $13,907-99.6% | $1,944-96.8% |