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 | $90,270 | $115,770-22.0% | $101,248-10.8% | $158,922-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.30% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $13,139 | $4,175+214.7% | $3,660+259.0% | $4,761+176.0% |
| Participant deferral / active EE | $10,022 | $4,957+102.2% | $4,370+129.3% | $5,982+67.5% |
| Admin fee / account holder | $192 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |