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 10-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 | $9,554 | $51,620-81.5% | $90,281-89.4% | $65,185-85.3% |
| Participation rate | 73.4% | 68.6%+4.8pp | 73.3%+0.2pp | 70.2%+3.2pp |
| Annual return | 30.72% | 24.94%+5.8pp | 78.10%-47.4pp | 29.38%+1.3pp |
| Employer contribution / active EE | $530 | $2,235-76.3% | $2,854-81.4% | $2,177-75.6% |
| Participant deferral / active EE | $953 | $2,871-66.8% | $3,885-75.5% | $3,514-72.9% |
| Admin fee / account holder | $283 | $384-26.2% | $5,351-94.7% | $847-66.5% |