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.
See 1 actuary disclosure. $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 | $0 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -13.51% | -21.89%+8.4pp | 179.55%-193.1pp | -14.65%+1.1pp |
| Employer contribution / active EE | $0 | $32,024-100.0% | $24,917-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |