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 4-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 | $26,199 | $165,584-84.2% | $142,942-81.7% | $137,256-80.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 18.23% | 164.22%-146.0pp | 113.70%-95.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $28,787 | $4,725+509.2% | $4,139+595.4% | $4,156+592.7% |
| Participant deferral / active EE | $33,640 | $8,194+310.6% | $7,128+371.9% | $6,407+425.1% |
| Admin fee / account holder | $20 | $16,167-99.9% | $12,475-99.8% | $12,270-99.8% |