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.
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 | $58,480 | $183,519-68.1% | $155,509-62.4% | $145,922-59.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.16% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $14,315 | $5,313+169.4% | $4,672+206.4% | $4,660+207.2% |
| Participant deferral / active EE | $15,037 | $6,462+132.7% | $5,626+167.3% | $6,688+124.8% |
| Admin fee / account holder | $138 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |