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 | $59,946 | $215,361-72.2% | $171,082-65.0% | $273,961-78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.51% | 25.14%-10.6pp | 32.56%-18.0pp | 41.45%-26.9pp |
| Employer contribution / active EE | $29,796 | $4,967+499.9% | $4,002+644.5% | $4,869+512.0% |
| Participant deferral / active EE | $101,745 | $5,543+1735.4% | $4,797+2020.8% | $5,287+1824.4% |
| Admin fee / account holder | $229 | $10,846-97.9% | $8,520-97.3% | $10,132-97.7% |