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 | $257,899+19.6% | $227,317+35.7% | $382,429-19.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 83.7%+16.3pp | 87.7%+12.3pp |
| Annual return | 13.32% | -6.88%+20.2pp | -6.47%+19.8pp | 248.85%-235.5pp |
| Employer contribution / active EE | $12,527 | $4,490+179.0% | $3,845+225.8% | $8,036+55.9% |
| Participant deferral / active EE | $0 | $4,249-100.0% | $4,124-100.0% | $5,727-100.0% |
| Admin fee / account holder | $30,910 | $12,635+144.6% | $12,529+146.7% | $30,732+0.6% |