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 6-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 | $20,141 | $108,919-81.5% | $100,391-79.9% | $145,922-86.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 57.88%-47.2pp | 49.20%-38.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,334 | $4,419-24.6% | $3,942-15.4% | $4,660-28.5% |
| Participant deferral / active EE | $19,364 | $8,445+129.3% | $8,082+139.6% | $6,688+189.5% |
| Admin fee / account holder | $111 | $9,689-98.9% | $7,899-98.6% | $13,397-99.2% |