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 | $260,950 | $293,860-11.2% | $237,244+10.0% | $357,791-27.1% |
| Participation rate | 81.8% | 84.2%-2.4pp | 80.3%+1.6pp | 85.6%-3.8pp |
| Annual return | 15.91% | 4677.97%-4662.1pp | 4131.29%-4115.4pp | 396.79%-380.9pp |
| Employer contribution / active EE | $1,904 | $5,523-65.5% | $4,351-56.3% | $7,508-74.6% |
| Participant deferral / active EE | $6,728 | $4,397+53.0% | $4,056+65.9% | $5,521+21.9% |
| Admin fee / account holder | $3,428 | $21,223-83.8% | $18,030-81.0% | $28,387-87.9% |