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 | $189,613-99.3% | $167,512-99.2% | $142,382-99.1% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 0.00% | 2024.68%-2024.7pp | 1615.79%-1615.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $290 | $4,349-93.3% | $3,882-92.5% | $4,299-93.2% |
| Participant deferral / active EE | $433 | $6,981-93.8% | $6,405-93.2% | $6,507-93.4% |
| Admin fee / account holder | $4,217 | $10,528-59.9% | $9,769-56.8% | $12,624-66.6% |