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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,723 | $148,534+10.2% | $135,903+20.5% | $139,434+17.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.14% | 79.19%-75.0pp | 68.23%-64.1pp | 372.94%-368.8pp |
| Employer contribution / active EE | $2,917 | $5,243-44.4% | $4,856-39.9% | $4,751-38.6% |
| Participant deferral / active EE | $25,833 | $8,100+218.9% | $7,758+233.0% | $6,710+285.0% |
| Admin fee / account holder | $193 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |