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 | $468,180 | $697,698-32.9% | $621,730-24.7% | $357,791+30.9% |
| Participation rate | 80.0% | 90.7%-10.7pp | 90.8%-10.8pp | 85.6%-5.6pp |
| Annual return | 15.89% | 10.63%+5.3pp | 10.76%+5.1pp | 396.79%-380.9pp |
| Employer contribution / active EE | $1,167 | $10,590-89.0% | $9,871-88.2% | $7,508-84.5% |
| Participant deferral / active EE | $5,566 | $7,203-22.7% | $6,979-20.2% | $5,521+0.8% |
| Admin fee / account holder | $11,078 | $75,391-85.3% | $66,065-83.2% | $28,387-61.0% |