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.
See 1 actuary disclosure. $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 | $0 | $350,135-100.0% | $181,922-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 91.6%-91.6pp | 79.0%-79.0pp |
| Annual return | -5.59% | 11.86%-17.5pp | 8.70%-14.3pp | 11.86%-17.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $8,201-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $453-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $144,726-100.0% | $23,717-100.0% |