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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $473,809 | $176,056+169.1% | $159,436+197.2% | $167,490+182.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.96% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $7,034 | $5,297+32.8% | $4,829+45.6% | $4,837+45.4% |
| Participant deferral / active EE | $10,010 | $7,750+29.2% | $7,352+36.2% | $6,341+57.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |