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 | $26,156 | $135,952-80.8% | $123,892-78.9% | $273,961-90.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 32.30% | 56.63%-24.3pp | 47.52%-15.2pp | 41.45%-9.2pp |
| Employer contribution / active EE | $73,897 | $5,170+1329.4% | $4,617+1500.6% | $4,869+1417.8% |
| Participant deferral / active EE | $42,611 | $6,343+571.8% | $5,984+612.1% | $5,287+705.9% |
| Admin fee / account holder | $240 | $9,817-97.6% | $8,357-97.1% | $10,132-97.6% |