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 | $1,145 | $154,228-99.3% | $145,433-99.2% | $137,256-99.2% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 74.49% | 74.59%-0.1pp | 66.58%+7.9pp | 220.34%-145.9pp |
| Employer contribution / active EE | $655 | $4,804-86.4% | $4,554-85.6% | $4,156-84.3% |
| Participant deferral / active EE | $657 | $8,216-92.0% | $7,897-91.7% | $6,407-89.7% |
| Admin fee / account holder | $453 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |