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 | $19,840 | $124,185-84.0% | $108,410-81.7% | $167,490-88.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 15.03% | 1379.64%-1364.6pp | 905.27%-890.2pp | 478.56%-463.5pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,041 | $6,908+30.9% | $6,563+37.8% | $6,341+42.6% |
| Admin fee / account holder | $142 | $9,455-98.5% | $7,295-98.1% | $12,309-98.8% |