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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,270 | $91,037-98.6% | $71,671-98.2% | $147,584-99.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.96% | 20.48%-13.5pp | 20.65%-13.7pp | 578.55%-571.6pp |
| Employer contribution / active EE | $674 | $3,327-79.7% | $2,460-72.6% | $4,876-86.2% |
| Participant deferral / active EE | $4,724 | $4,498+5.0% | $3,438+37.4% | $5,439-13.1% |
| Admin fee / account holder | $82 | $8,613-99.0% | $5,558-98.5% | $10,885-99.2% |