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 4-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 | $1,431 | $49,915-97.1% | $154,803-99.1% | $74,304-98.1% |
| Participation rate | 79.7% | 54.0%+25.8pp | 78.1%+1.6pp | 60.3%+19.4pp |
| Annual return | 303.39% | 34.06%+269.3pp | 58.88%+244.5pp | 29.43%+274.0pp |
| Employer contribution / active EE | $534 | $1,611-66.9% | $4,305-87.6% | $2,241-76.2% |
| Participant deferral / active EE | $975 | $2,255-56.8% | $5,540-82.4% | $3,767-74.1% |
| Admin fee / account holder | $111 | $2,189-94.9% | $14,329-99.2% | $2,969-96.3% |