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 | $252,625+19.0% | $220,144+36.5% | $382,429-21.4% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 21.17% | -1.59%+22.8pp | -0.63%+21.8pp | 248.85%-227.7pp |
| Employer contribution / active EE | $8,493 | $7,607+11.7% | $6,623+28.2% | $8,036+5.7% |
| Participant deferral / active EE | $612 | $4,939-87.6% | $4,718-87.0% | $5,727-89.3% |
| Admin fee / account holder | $3,046 | $17,846-82.9% | $15,617-80.5% | $30,732-90.1% |