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 | $75,960 | $102,966-26.2% | $90,281-15.9% | $152,861-50.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.20% | 95.16%-80.0pp | 78.10%-62.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $5,120 | $3,139+63.1% | $2,854+79.4% | $4,762+7.5% |
| Participant deferral / active EE | $14,864 | $4,281+247.2% | $3,885+282.6% | $5,850+154.1% |
| Admin fee / account holder | $181 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |