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 5-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 | $18,546 | $138,044-86.6% | $125,339-85.2% | $134,475-86.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -67.72% | 750.33%-818.0pp | 572.05%-639.8pp | 417.96%-485.7pp |
| Employer contribution / active EE | $25,299 | $5,243+382.5% | $4,814+425.6% | $4,740+433.8% |
| Participant deferral / active EE | $76,617 | $7,799+882.4% | $7,446+928.9% | $6,400+1097.2% |
| Admin fee / account holder | $52 | $11,571-99.6% | $10,010-99.5% | $11,426-99.5% |