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.
Participant 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 | $12,191 | $77,813-84.3% | $123,544-90.1% | $64,186-81.0% |
| Participation rate | 76.0% | 74.7%+1.3pp | 82.3%-6.3pp | 69.6%+6.4pp |
| Annual return | -1.39% | 12.48%-13.9pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $606 | $3,014-79.9% | $4,628-86.9% | $2,381-74.5% |
| Participant deferral / active EE | $954 | $5,240-81.8% | $6,426-85.2% | $3,470-72.5% |
| Admin fee / account holder | $50 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |