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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $163,676-100.0% | $91,220-100.0% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.2%-73.2pp | - |
| Annual return | 4.27% | -11.88%+16.1pp | 114.01%-109.7pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,850-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $4,234-100.0% | - |
| Admin fee / account holder | $0 | $34,290-100.0% | $5,420-100.0% | - |