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 | $127,065-98.0% | $113,168-97.8% | $142,382-98.3% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 36.54% | 24.03%+12.5pp | 24.27%+12.3pp | 217.08%-180.5pp |
| Employer contribution / active EE | $783 | $3,442-77.2% | $2,975-73.7% | $4,299-81.8% |
| Participant deferral / active EE | $1,348 | $5,716-76.4% | $5,107-73.6% | $6,507-79.3% |
| Admin fee / account holder | $845 | $15,736-94.6% | $12,068-93.0% | $12,624-93.3% |