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).
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 | $57,511 | $99,640-42.3% | $86,436-33.5% | $134,475-57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.92% | 6782.58%-6777.7pp | 4394.89%-4390.0pp | 417.96%-413.0pp |
| Employer contribution / active EE | $1,552 | $4,400-64.7% | $3,769-58.8% | $4,740-67.2% |
| Participant deferral / active EE | $2,990 | $7,246-58.7% | $6,952-57.0% | $6,400-53.3% |
| Admin fee / account holder | $242 | $8,371-97.1% | $6,731-96.4% | $11,426-97.9% |