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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $633,054 | $426,113+48.6% | $289,028+119.0% | $357,791+76.9% |
| Participation rate | 87.5% | 86.2%+1.3pp | 78.0%+9.5pp | 85.6%+1.9pp |
| Annual return | 38.76% | 260.96%-222.2pp | 243.94%-205.2pp | 396.79%-358.0pp |
| Employer contribution / active EE | $9,052 | $8,831+2.5% | $6,326+43.1% | $7,508+20.6% |
| Participant deferral / active EE | $9,915 | $6,238+59.0% | $4,804+106.4% | $5,521+79.6% |
| Admin fee / account holder | $69,482 | $18,206+281.6% | $14,050+394.5% | $28,387+144.8% |