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 | $117,927 | $152,587-22.7% | $125,175-5.8% | $152,861-22.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 33.05% | 54.84%-21.8pp | 43.79%-10.7pp | 345.32%-312.3pp |
| Employer contribution / active EE | $2,919 | $4,946-41.0% | $3,865-24.5% | $4,762-38.7% |
| Participant deferral / active EE | $14,202 | $5,868+142.0% | $4,937+187.7% | $5,850+142.8% |
| Admin fee / account holder | $289 | $13,434-97.9% | $9,702-97.0% | $11,596-97.5% |