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).
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 | $420,122 | $59,715+603.6% | $74,550+463.5% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 69.1%-69.1pp | - |
| Annual return | -2.83% | -10.64%+7.8pp | 32.53%-35.4pp | - |
| Employer contribution / active EE | $0 | $725-100.0% | $1,961-100.0% | - |
| Participant deferral / active EE | $0 | $2,327-100.0% | $3,108-100.0% | - |
| Admin fee / account holder | $0 | $40,605-100.0% | $5,060-100.0% | - |