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 | $1,922 | $111,535-98.3% | $105,223-98.2% | $137,256-98.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 35.48% | 237.85%-202.4pp | 180.65%-145.2pp | 220.34%-184.9pp |
| Employer contribution / active EE | $559 | $3,939-85.8% | $3,689-84.9% | $4,156-86.6% |
| Participant deferral / active EE | $872 | $5,500-84.2% | $5,072-82.8% | $6,407-86.4% |
| Admin fee / account holder | $396 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |