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 | $293,542 | $495,011-40.7% | $442,409-33.6% | $357,791-18.0% |
| Participation rate | 70.8% | 88.7%-17.9pp | 88.0%-17.2pp | 85.6%-14.8pp |
| Annual return | 12.97% | 92.83%-79.9pp | 90.53%-77.6pp | 396.79%-383.8pp |
| Employer contribution / active EE | $1,253 | $8,270-84.9% | $7,697-83.7% | $7,508-83.3% |
| Participant deferral / active EE | $6,020 | $7,613-20.9% | $7,555-20.3% | $5,521+9.0% |
| Admin fee / account holder | $3,833 | $60,147-93.6% | $51,603-92.6% | $28,387-86.5% |