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 | $329,282 | $821,658-59.9% | $740,967-55.6% | $382,429-13.9% |
| Participation rate | 81.3% | 93.5%-12.2pp | 93.1%-11.9pp | 87.7%-6.5pp |
| Annual return | 17.78% | 11.77%+6.0pp | 11.85%+5.9pp | 248.85%-231.1pp |
| Employer contribution / active EE | $2,941 | $11,052-73.4% | $10,506-72.0% | $8,036-63.4% |
| Participant deferral / active EE | $6,031 | $6,303-4.3% | $6,284-4.0% | $5,727+5.3% |
| Admin fee / account holder | $5,111 | $85,347-94.0% | $75,689-93.2% | $30,732-83.4% |