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 | $362,896 | $331,010+9.6% | $284,014+27.8% | $357,791+1.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 24.55% | -7.54%+32.1pp | -6.84%+31.4pp | 396.79%-372.2pp |
| Employer contribution / active EE | $21,427 | $4,421+384.6% | $4,497+376.4% | $7,508+185.4% |
| Participant deferral / active EE | $7,397 | $4,180+77.0% | $5,463+35.4% | $5,521+34.0% |
| Admin fee / account holder | $2,814 | $15,699-82.1% | $16,425-82.9% | $28,387-90.1% |