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 | $76,338 | $154,228-50.5% | $145,433-47.5% | $137,256-44.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.72% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $16,800 | $4,804+249.7% | $4,554+268.9% | $4,156+304.2% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |