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 | $300,507 | $244,740+22.8% | $206,214+45.7% | $357,791-16.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 21.17% | -3.72%+24.9pp | -1.60%+22.8pp | 396.79%-375.6pp |
| Employer contribution / active EE | $8,493 | $7,019+21.0% | $5,967+42.3% | $7,508+13.1% |
| Participant deferral / active EE | $612 | $4,983-87.7% | $4,649-86.8% | $5,521-88.9% |
| Admin fee / account holder | $3,046 | $15,419-80.2% | $13,671-77.7% | $28,387-89.3% |