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.
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 | $540,019 | $471,255+14.6% | $493,514+9.4% | $357,791+50.9% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 6.05% | -8.27%+14.3pp | -7.53%+13.6pp | 396.79%-390.7pp |
| Employer contribution / active EE | $30,082 | $7,367+308.3% | $6,745+346.0% | $7,508+300.7% |
| Participant deferral / active EE | $5,000 | $3,572+40.0% | $3,576+39.8% | $5,521-9.4% |
| Admin fee / account holder | $23,201 | $29,116-20.3% | $31,190-25.6% | $28,387-18.3% |