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 | $262,385 | $245,885+6.7% | $198,754+32.0% | $357,791-26.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 15.35% | 5953.41%-5938.1pp | 4947.04%-4931.7pp | 396.79%-381.4pp |
| Employer contribution / active EE | $2,417 | $4,089-40.9% | $4,008-39.7% | $7,508-67.8% |
| Participant deferral / active EE | $4,643 | $4,533+2.4% | $4,138+12.2% | $5,521-15.9% |
| Admin fee / account holder | $504 | $12,849-96.1% | $12,082-95.8% | $28,387-98.2% |