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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $554 | $34,932-98.4% | $56,441-99.0% | $74,546-99.3% |
| Participation rate | 74.3% | 32.9%+41.5pp | 52.5%+21.8pp | 67.2%+7.1pp |
| Annual return | 681.76% | 24.90%+656.9pp | 1704.21%-1022.5pp | 1366.03%-684.3pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $221 | $1,173-81.2% | $1,953-88.7% | $4,347-94.9% |
| Admin fee / account holder | $33 | $2,359-98.6% | $2,829-98.8% | $1,944-98.3% |