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 | $257,899+40.7% | $227,317+59.6% | $382,429-5.1% |
| Participation rate | 100.0% | 88.6%+11.4pp | 83.7%+16.3pp | 87.7%+12.3pp |
| Annual return | 24.55% | -6.88%+31.4pp | -6.47%+31.0pp | 248.85%-224.3pp |
| Employer contribution / active EE | $21,427 | $4,490+377.2% | $3,845+457.2% | $8,036+166.6% |
| Participant deferral / active EE | $7,397 | $4,249+74.1% | $4,124+79.4% | $5,727+29.2% |
| Admin fee / account holder | $2,814 | $12,635-77.7% | $12,529-77.5% | $30,732-90.8% |