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 | $9,098 | $159,602-94.3% | $150,045-93.9% | $142,382-93.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 207.04% | 70.24%+136.8pp | 62.55%+144.5pp | 217.08%-10.0pp |
| Employer contribution / active EE | $588 | $4,961-88.1% | $4,693-87.5% | $4,299-86.3% |
| Participant deferral / active EE | $1,495 | $8,310-82.0% | $7,997-81.3% | $6,507-77.0% |
| Admin fee / account holder | $462 | $14,846-96.9% | $13,435-96.6% | $12,624-96.3% |