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 | $378,847 | $697,698-45.7% | $621,730-39.1% | $357,791+5.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 12.87% | 10.63%+2.2pp | 10.76%+2.1pp | 396.79%-383.9pp |
| Employer contribution / active EE | $41,406 | $10,590+291.0% | $9,871+319.5% | $7,508+451.5% |
| Participant deferral / active EE | $13,825 | $7,203+91.9% | $6,979+98.1% | $5,521+150.4% |
| Admin fee / account holder | $3,356 | $75,391-95.5% | $66,065-94.9% | $28,387-88.2% |