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 | $85,558 | $138,044-38.0% | $125,339-31.7% | $134,475-36.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,014 | $5,243-61.6% | $4,814-58.2% | $4,740-57.5% |
| Participant deferral / active EE | $6,043 | $7,799-22.5% | $7,446-18.8% | $6,400-5.6% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |