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 | $295,201 | $807,870-63.5% | $617,696-52.2% | $382,429-22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 78.0%+22.0pp | 87.7%+12.3pp |
| Annual return | 19.58% | -18.92%+38.5pp | -18.09%+37.7pp | 248.85%-229.3pp |
| Employer contribution / active EE | $5,257 | $5,908-11.0% | $4,847+8.5% | $8,036-34.6% |
| Participant deferral / active EE | $14,291 | $5,915+141.6% | $5,332+168.0% | $5,727+149.5% |
| Admin fee / account holder | $1,043 | $13,715-92.4% | $10,961-90.5% | $30,732-96.6% |