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.
Employer 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 | $3,625 | $80,724-95.5% | $103,333-96.5% | $74,495-95.1% |
| Participation rate | 90.5% | 65.7%+24.8pp | 74.5%+16.0pp | 67.2%+23.3pp |
| Annual return | 50.08% | 27.56%+22.5pp | 24.88%+25.2pp | 1364.94%-1314.9pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,213 | $3,860-42.7% | $5,057-56.3% | $4,346-49.1% |
| Admin fee / account holder | $54 | $2,368-97.7% | $8,355-99.4% | $1,942-97.2% |