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 | $54,290 | $217,402-75.0% | $185,823-70.8% | $167,490-67.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.21% | 148.36%-136.2pp | 122.05%-109.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $13,797 | $5,873+134.9% | $5,167+167.0% | $4,837+185.2% |
| Participant deferral / active EE | $10,763 | $6,356+69.3% | $5,568+93.3% | $6,341+69.7% |
| Admin fee / account holder | $181 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |