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 | $309,913 | $495,011-37.4% | $442,409-29.9% | $357,791-13.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 14.74% | 92.83%-78.1pp | 90.53%-75.8pp | 396.79%-382.1pp |
| Employer contribution / active EE | $14,990 | $8,270+81.3% | $7,697+94.7% | $7,508+99.7% |
| Participant deferral / active EE | $6,446 | $7,613-15.3% | $7,555-14.7% | $5,521+16.8% |
| Admin fee / account holder | $35,311 | $60,147-41.3% | $51,603-31.6% | $28,387+24.4% |