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 | $250,604 | $244,740+2.4% | $206,214+21.5% | $357,791-30.0% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.4%-11.8pp | 85.6%-15.0pp |
| Annual return | 23.23% | -3.72%+27.0pp | -1.60%+24.8pp | 396.79%-373.6pp |
| Employer contribution / active EE | $3,210 | $7,019-54.3% | $5,967-46.2% | $7,508-57.2% |
| Participant deferral / active EE | $5,329 | $4,983+6.9% | $4,649+14.6% | $5,521-3.5% |
| Admin fee / account holder | $873 | $15,419-94.3% | $13,671-93.6% | $28,387-96.9% |