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 | $93,099 | $100,852-7.7% | $90,404+3.0% | $158,922-41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.96% | 1724.20%-1716.2pp | 1293.02%-1285.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $5,173 | $3,689+40.3% | $3,262+58.6% | $4,761+8.7% |
| Participant deferral / active EE | $17,015 | $4,348+291.3% | $3,963+329.3% | $5,982+184.4% |
| Admin fee / account holder | $190 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |