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 | $128,719 | $105,860+21.6% | $90,749+41.8% | $134,475-4.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.24% | -11.01%-8.2pp | -12.16%-7.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $178,638 | $3,462+5059.7% | $2,921+6015.9% | $4,740+3669.0% |
| Participant deferral / active EE | $124,920 | $5,216+2295.1% | $4,564+2637.0% | $6,400+1852.0% |
| Admin fee / account holder | $115 | $13,938-99.2% | $8,445-98.6% | $11,426-99.0% |