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.
Annual investment return 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).
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 | $80,183 | $165,335-51.5% | $149,696-46.4% | $158,922-49.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.25% | 348.15%-342.9pp | 276.60%-271.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,229 | $5,103-56.3% | $4,644-52.0% | $4,761-53.2% |
| Participant deferral / active EE | $2,787 | $7,181-61.2% | $6,842-59.3% | $5,982-53.4% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |