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 | $308,550 | $331,010-6.8% | $284,014+8.6% | $357,791-13.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 13.32% | -7.54%+20.9pp | -6.84%+20.2pp | 396.79%-383.5pp |
| Employer contribution / active EE | $12,527 | $4,421+183.3% | $4,497+178.5% | $7,508+66.9% |
| Participant deferral / active EE | $0 | $4,180-100.0% | $5,463-100.0% | $5,521-100.0% |
| Admin fee / account holder | $30,910 | $15,699+96.9% | $16,425+88.2% | $28,387+8.9% |