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 | $154,228-94.1% | $145,433-93.7% | $137,256-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 207.04% | 74.59%+132.5pp | 66.58%+140.5pp | 220.34%-13.3pp |
| Employer contribution / active EE | $588 | $4,804-87.8% | $4,554-87.1% | $4,156-85.8% |
| Participant deferral / active EE | $1,495 | $8,216-81.8% | $7,897-81.1% | $6,407-76.7% |
| Admin fee / account holder | $462 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |