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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,823 | $81,474-59.7% | $133,956-75.5% | $73,488-55.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 20.57% | 19.40%+1.2pp | 45.09%-24.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $789 | $2,209-64.3% | $3,919-79.9% | $2,270-65.3% |
| Participant deferral / active EE | $1,637 | $3,786-56.8% | $5,048-67.6% | $3,740-56.2% |
| Admin fee / account holder | $5 | $713-99.3% | $8,927-99.9% | $513-99.0% |