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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,013 | $159,901-97.5% | $146,958-97.3% | $145,922-97.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.60% | 98.13%-93.5pp | 418.34%-413.7pp | 561.29%-556.7pp |
| Employer contribution / active EE | $200 | $5,286-96.2% | $4,933-95.9% | $4,660-95.7% |
| Participant deferral / active EE | $200 | $8,428-97.6% | $8,070-97.5% | $6,688-97.0% |
| Admin fee / account holder | $322 | $15,044-97.9% | $12,998-97.5% | $13,397-97.6% |