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 | $1,988 | $56,053-96.5% | $75,972-97.4% | $80,856-97.5% |
| Participation rate | 77.2% | 62.0%+15.2pp | 69.1%+8.1pp | 67.6%+9.6pp |
| Annual return | 15.12% | 20.53%-5.4pp | 359.55%-344.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $591 | $1,874-68.5% | $2,685-78.0% | $2,755-78.5% |
| Participant deferral / active EE | $1,376 | $3,052-54.9% | $4,255-67.7% | $4,296-68.0% |
| Admin fee / account holder | $206 | $5,234-96.1% | $6,467-96.8% | $6,918-97.0% |