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 | $466,830 | $495,011-5.7% | $442,409+5.5% | $357,791+30.5% |
| Participation rate | 70.6% | 88.7%-18.1pp | 88.0%-17.4pp | 85.6%-15.0pp |
| Annual return | 16.98% | 92.83%-75.8pp | 90.53%-73.5pp | 396.79%-379.8pp |
| Employer contribution / active EE | $3,929 | $8,270-52.5% | $7,697-48.9% | $7,508-47.7% |
| Participant deferral / active EE | $7,628 | $7,613+0.2% | $7,555+1.0% | $5,521+38.2% |
| Admin fee / account holder | $10,874 | $60,147-81.9% | $51,603-78.9% | $28,387-61.7% |