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 | $269,496 | $642,683-58.1% | $386,318-30.2% | $357,791-24.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 16.34% | -6.86%+23.2pp | -2.64%+19.0pp | 396.79%-380.5pp |
| Employer contribution / active EE | $2,962 | $5,282-43.9% | $4,025-26.4% | $7,508-60.6% |
| Participant deferral / active EE | $5,956 | $3,904+52.6% | $3,524+69.0% | $5,521+7.9% |
| Admin fee / account holder | $19,869 | $23,448-15.3% | $16,179+22.8% | $28,387-30.0% |