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 | $4,939 | $63,299-92.2% | $91,001-94.6% | $62,292-92.1% |
| Participation rate | 86.2% | 73.3%+12.9pp | 75.6%+10.6pp | 69.5%+16.7pp |
| Annual return | 44.99% | 20.99%+24.0pp | 4.60%+40.4pp | 28.90%+16.1pp |
| Employer contribution / active EE | $1,292 | $1,807-28.5% | $2,456-47.4% | $2,042-36.7% |
| Participant deferral / active EE | $1,977 | $2,943-32.8% | $3,547-44.3% | $3,169-37.6% |
| Admin fee / account holder | $96 | $468-79.5% | $5,417-98.2% | $479-80.0% |