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 | $42,328 | $111,814-62.1% | $93,654-54.8% | $145,959-71.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 3.25% | 203.30%-200.0pp | 133.34%-130.1pp | 561.95%-558.7pp |
| Employer contribution / active EE | $860 | $3,092-72.2% | $2,421-64.5% | $4,661-81.6% |
| Participant deferral / active EE | $1,616 | $4,914-67.1% | $4,413-63.4% | $6,689-75.8% |
| Admin fee / account holder | $214 | $10,246-97.9% | $8,282-97.4% | $13,398-98.4% |