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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,989 | $96,635+65.6% | $86,612+84.7% | $139,434+14.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.27% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.7pp |
| Employer contribution / active EE | $24,710 | $3,263+657.3% | $3,022+717.6% | $4,751+420.1% |
| Participant deferral / active EE | $9,778 | $4,836+102.2% | $4,438+120.3% | $6,710+45.7% |
| Admin fee / account holder | $2 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |