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 1 actuary disclosure 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 | $338,137-100.0% | - | $338,137-100.0% |
| Participation rate | 0.0% | 43.9%-43.9pp | 0.0%0pp | 43.9%-43.9pp |
| Annual return | 9.88% | 6.20%+3.7pp | 6.77%+3.1pp | 13.05%-3.2pp |
| Employer contribution / active EE | $40,000 | $25,246+58.4% | $20,121+98.8% | $37,651+6.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $49-100.0% |
| Admin fee / account holder | $0 | $30,946-100.0% | - | $30,946-100.0% |