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 9-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 | $55,161 | $111,535-50.5% | $105,223-47.6% | $137,256-59.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.90% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $59,750 | $3,939+1416.7% | $3,689+1519.9% | $4,156+1337.7% |
| Participant deferral / active EE | $47,805 | $5,500+769.2% | $5,072+842.6% | $6,407+646.2% |
| Admin fee / account holder | $3 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |