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 3-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 | $37,424 | $159,602-76.6% | $150,045-75.1% | $142,382-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.77% | 70.24%-37.5pp | 62.55%-29.8pp | 217.08%-184.3pp |
| Employer contribution / active EE | $43,218 | $4,961+771.2% | $4,693+820.9% | $4,299+905.3% |
| Participant deferral / active EE | $77,906 | $8,310+837.5% | $7,997+874.2% | $6,507+1097.2% |
| Admin fee / account holder | $174 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |