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 | $11,625 | $444,907-97.4% | $304,612-96.2% | $382,429-97.0% |
| Participation rate | 81.3% | 89.6%-8.3pp | 81.9%-0.7pp | 87.7%-6.5pp |
| Annual return | 19.74% | 345.83%-326.1pp | 329.91%-310.2pp | 248.85%-229.1pp |
| Employer contribution / active EE | $2,609 | $10,568-75.3% | $7,476-65.1% | $8,036-67.5% |
| Participant deferral / active EE | $2,963 | $7,127-58.4% | $5,388-45.0% | $5,727-48.3% |
| Admin fee / account holder | $664 | $16,329-95.9% | $12,962-94.9% | $30,732-97.8% |