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 | $135,119 | $127,065+6.3% | $113,168+19.4% | $142,382-5.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 41.13% | 24.03%+17.1pp | 24.27%+16.9pp | 217.08%-175.9pp |
| Employer contribution / active EE | $6,246 | $3,442+81.5% | $2,975+109.9% | $4,299+45.3% |
| Participant deferral / active EE | $5,269 | $5,716-7.8% | $5,107+3.2% | $6,507-19.0% |
| Admin fee / account holder | $58 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |