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 | $21,542 | $101,069-78.7% | $81,478-73.6% | $147,584-85.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.19% | 32.40%-12.2pp | 38.78%-18.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,977 | $3,205-38.3% | $2,568-23.0% | $4,876-59.5% |
| Participant deferral / active EE | $65,600 | $4,242+1446.5% | $3,537+1754.9% | $5,439+1106.2% |
| Admin fee / account holder | $77 | $5,812-98.7% | $4,561-98.3% | $10,885-99.3% |