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 | $426,113-97.3% | $289,028-96.0% | $357,791-96.8% |
| Participation rate | 81.3% | 86.2%-5.0pp | 78.0%+3.3pp | 85.6%-4.3pp |
| Annual return | 19.74% | 260.96%-241.2pp | 243.94%-224.2pp | 396.79%-377.1pp |
| Employer contribution / active EE | $2,609 | $8,831-70.5% | $6,326-58.8% | $7,508-65.2% |
| Participant deferral / active EE | $2,963 | $6,238-52.5% | $4,804-38.3% | $5,521-46.3% |
| Admin fee / account holder | $664 | $18,206-96.4% | $14,050-95.3% | $28,387-97.7% |