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 | $329,712 | $426,113-22.6% | $289,028+14.1% | $357,791-7.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 40.19% | 260.96%-220.8pp | 243.94%-203.7pp | 396.79%-356.6pp |
| Employer contribution / active EE | $8,272 | $8,831-6.3% | $6,326+30.8% | $7,508+10.2% |
| Participant deferral / active EE | $6,151 | $6,238-1.4% | $4,804+28.1% | $5,521+11.4% |
| Admin fee / account holder | $916 | $18,206-95.0% | $14,050-93.5% | $28,387-96.8% |