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 4-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 | $9,648 | $99,918-90.3% | $81,382-88.1% | $145,922-93.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 34.32%-20.0pp | 24.73%-10.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $34,346 | $2,978+1053.5% | $2,463+1294.6% | $4,660+637.1% |
| Participant deferral / active EE | $50,392 | $4,605+994.3% | $3,883+1197.7% | $6,688+653.5% |
| Admin fee / account holder | $118 | $8,212-98.6% | $5,768-97.9% | $13,397-99.1% |