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.
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 | $11,073 | $176,377-93.7% | $134,143-91.7% | $158,922-93.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.66% | 63.63%-59.0pp | 36.33%-31.7pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,639 | $5,040-67.5% | $3,704-55.8% | $4,761-65.6% |
| Participant deferral / active EE | $1,005 | $4,091-75.4% | $3,499-71.3% | $5,982-83.2% |
| Admin fee / account holder | $186 | $8,718-97.9% | $6,684-97.2% | $11,246-98.3% |