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 | $697,698-52.8% | $621,730-47.0% | $357,791-8.0% |
| Participation rate | 81.3% | 90.7%-9.4pp | 90.8%-9.5pp | 85.6%-4.3pp |
| Annual return | 17.78% | 10.63%+7.2pp | 10.76%+7.0pp | 396.79%-379.0pp |
| Employer contribution / active EE | $2,941 | $10,590-72.2% | $9,871-70.2% | $7,508-60.8% |
| Participant deferral / active EE | $6,031 | $7,203-16.3% | $6,979-13.6% | $5,521+9.2% |
| Admin fee / account holder | $5,111 | $75,391-93.2% | $66,065-92.3% | $28,387-82.0% |