Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,703-100.0% | $93,063-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 63.8%-63.8pp | 72.1%-72.1pp | 68.1%-68.1pp |
| Annual return | 13.60% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,091 | $1,729-36.9% | $2,476-55.9% | $2,551-57.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |