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 | $176,947+607.0% | $145,661+758.9% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 77.2%-77.2pp | - |
| Annual return | 10.34% | 15.13%-4.8pp | 101.46%-91.1pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $4,238-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $7,198-100.0% | - |
| Admin fee / account holder | $0 | $22,209-100.0% | $12,466-100.0% | - |