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 | $417,225 | $495,011-15.7% | $442,409-5.7% | $357,791+16.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 13.74% | 92.83%-79.1pp | 90.53%-76.8pp | 396.79%-383.1pp |
| Employer contribution / active EE | $9,615 | $8,270+16.3% | $7,697+24.9% | $7,508+28.1% |
| Participant deferral / active EE | $2,681 | $7,613-64.8% | $7,555-64.5% | $5,521-51.4% |
| Admin fee / account holder | $49,422 | $60,147-17.8% | $51,603-4.2% | $28,387+74.1% |