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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,361 | $64,707-79.4% | $112,228-88.1% | $68,494-80.5% |
| Participation rate | 74.0% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.1pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,309 | $2,746-15.9% | $3,635-36.5% | $2,596-11.1% |
| Participant deferral / active EE | $2,140 | $3,565-40.0% | $4,728-54.7% | $4,027-46.9% |
| Admin fee / account holder | $142 | $5,232-97.3% | $6,410-97.8% | $5,403-97.4% |