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.
Annual investment return 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 | $18,245 | $55,449-67.1% | $83,848-78.2% | $56,287-67.6% |
| Participation rate | 97.2% | 68.0%+29.2pp | 76.1%+21.0pp | 69.9%+27.3pp |
| Annual return | -10.49% | -1.38%-9.1pp | 850.88%-861.4pp | -9.96%-0.5pp |
| Employer contribution / active EE | $4,424 | $2,430+82.0% | $3,631+21.8% | $2,111+109.6% |
| Participant deferral / active EE | $3,049 | $2,935+3.9% | $4,082-25.3% | $3,350-9.0% |
| Admin fee / account holder | $277 | $656-57.8% | $5,478-94.9% | $521-46.9% |