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 7-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,251,051 | $175,036+614.7% | $142,942+775.2% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 76.8%-76.8pp | - |
| Annual return | 10.34% | 15.04%-4.7pp | 113.70%-103.4pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $4,139-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $7,128-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $12,475-100.0% | - |