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 | $1,216 | $22,587-94.6% | $65,255-98.1% | $75,163-98.4% |
| Participation rate | 75.5% | 63.1%+12.4pp | 65.0%+10.6pp | 67.2%+8.3pp |
| Annual return | 198.04% | 71.03%+127.0pp | 47.35%+150.7pp | 160.62%+37.4pp |
| Employer contribution / active EE | $365 | $941-61.1% | $1,691-78.4% | $2,670-86.3% |
| Participant deferral / active EE | $814 | $1,695-52.0% | $2,831-71.2% | $4,125-80.3% |
| Admin fee / account holder | $20 | $1,876-98.9% | $4,112-99.5% | $5,651-99.6% |