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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,965 | $99,020-83.9% | $86,590-81.6% | $147,584-89.2% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 18.70% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.9pp |
| Employer contribution / active EE | $10,554 | $3,132+237.0% | $2,839+271.7% | $4,876+116.4% |
| Participant deferral / active EE | $12,198 | $3,972+207.1% | $3,609+238.0% | $5,439+124.3% |
| Admin fee / account holder | $100 | $5,710-98.2% | $4,906-98.0% | $10,885-99.1% |