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 | $613,493 | $426,113+44.0% | $289,028+112.3% | $357,791+71.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 10.36% | 260.96%-250.6pp | 243.94%-233.6pp | 396.79%-386.4pp |
| Employer contribution / active EE | $12,337 | $8,831+39.7% | $6,326+95.0% | $7,508+64.3% |
| Participant deferral / active EE | $4,900 | $6,238-21.4% | $4,804+2.0% | $5,521-11.2% |
| Admin fee / account holder | $6,070 | $18,206-66.7% | $14,050-56.8% | $28,387-78.6% |