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 10-year trajectory 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.
Employer 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 | $55,639 | $76,407-27.2% | $150,298-63.0% | $82,448-32.5% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 16.44% | 39.99%-23.6pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,030 | $3,214+87.6% | $5,453+10.6% | $4,139+45.7% |
| Admin fee / account holder | $212 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |