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 | $108,912-81.5% | $100,383-79.9% | $145,959-86.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 57.96%-47.3pp | 49.26%-38.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,334 | $4,423-24.6% | $3,944-15.5% | $4,661-28.5% |
| Participant deferral / active EE | $19,364 | $8,451+129.1% | $8,086+139.5% | $6,689+189.5% |
| Admin fee / account holder | $111 | $9,690-98.9% | $7,900-98.6% | $13,398-99.2% |