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 | $172,478-84.8% | $145,661-82.0% | $142,382-81.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.23% | 151.09%-132.9pp | 101.46%-83.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $28,787 | $4,899+487.6% | $4,238+579.3% | $4,299+569.6% |
| Participant deferral / active EE | $33,640 | $8,348+303.0% | $7,198+367.3% | $6,507+417.0% |
| Admin fee / account holder | $20 | $16,864-99.9% | $12,466-99.8% | $12,624-99.8% |