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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,349 | $180,749-99.3% | $160,784-99.2% | $137,256-99.0% |
| Participation rate | 93.8% | 80.0%+13.8pp | 77.0%+16.8pp | 80.0%+13.8pp |
| Annual return | 0.00% | 2234.46%-2234.5pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $290 | $4,155-93.0% | $3,733-92.2% | $4,156-93.0% |
| Participant deferral / active EE | $433 | $6,844-93.7% | $6,293-93.1% | $6,407-93.2% |
| Admin fee / account holder | $4,217 | $10,397-59.4% | $9,717-56.6% | $12,270-65.6% |