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 | $370,360 | $284,927+30.0% | $210,053+76.3% | $382,429-3.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 12.69% | 281.55%-268.9pp | 232.76%-220.1pp | 248.85%-236.2pp |
| Employer contribution / active EE | $11,758 | $6,452+82.2% | $4,521+160.1% | $8,036+46.3% |
| Participant deferral / active EE | $7,990 | $4,567+75.0% | $4,238+88.5% | $5,727+39.5% |
| Admin fee / account holder | $3,371 | $19,753-82.9% | $16,990-80.2% | $30,732-89.0% |