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 | $493,607-40.2% | $354,050-16.6% | $357,791-17.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 80.0%+20.0pp | 85.6%+14.4pp |
| Annual return | 19.58% | -18.89%+38.5pp | -17.20%+36.8pp | 396.79%-377.2pp |
| Employer contribution / active EE | $5,257 | $4,616+13.9% | $3,792+38.7% | $7,508-30.0% |
| Participant deferral / active EE | $14,291 | $5,143+177.9% | $4,870+193.4% | $5,521+158.9% |
| Admin fee / account holder | $1,043 | $15,161-93.1% | $12,771-91.8% | $28,387-96.3% |