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 | $2,487 | $124,425-98.0% | $112,040-97.8% | $137,256-98.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 36.54% | 24.72%+11.8pp | 24.52%+12.0pp | 220.34%-183.8pp |
| Employer contribution / active EE | $783 | $3,411-77.0% | $2,954-73.5% | $4,156-81.2% |
| Participant deferral / active EE | $1,348 | $5,718-76.4% | $5,098-73.6% | $6,407-79.0% |
| Admin fee / account holder | $845 | $15,207-94.4% | $12,098-93.0% | $12,270-93.1% |