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 | $124,425+8.6% | $112,040+20.6% | $137,256-1.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 41.13% | 24.72%+16.4pp | 24.52%+16.6pp | 220.34%-179.2pp |
| Employer contribution / active EE | $6,246 | $3,411+83.1% | $2,954+111.5% | $4,156+50.3% |
| Participant deferral / active EE | $5,269 | $5,718-7.9% | $5,098+3.4% | $6,407-17.8% |
| Admin fee / account holder | $58 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |