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 | $0 | $531,693-100.0% | - | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | - | 85.7%-85.7pp |
| Annual return | 2.13% | -13.27%+15.4pp | -7.60%+9.7pp | -13.27%+15.4pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $29,281-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $20,500-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | - | $75,116-100.0% |