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 9-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 | $135,725 | $209,336-35.2% | $197,124-31.1% | $137,256-1.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.51% | 48.09%-28.6pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $852 | $6,591-87.1% | $6,227-86.3% | $4,156-79.5% |
| Participant deferral / active EE | $13,381 | $9,614+39.2% | $9,135+46.5% | $6,407+108.9% |
| Admin fee / account holder | $63 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |