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 | $817 | $22,587-96.4% | $65,255-98.7% | $75,163-98.9% |
| Participation rate | 75.0% | 63.1%+11.9pp | 65.0%+10.0pp | 67.2%+7.8pp |
| Annual return | 184.48% | 71.03%+113.4pp | 47.35%+137.1pp | 160.62%+23.9pp |
| Employer contribution / active EE | $347 | $941-63.1% | $1,691-79.5% | $2,670-87.0% |
| Participant deferral / active EE | $784 | $1,695-53.7% | $2,831-72.3% | $4,125-81.0% |
| Admin fee / account holder | $38 | $1,876-98.0% | $4,112-99.1% | $5,651-99.3% |