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 | $4,062 | $177,572-97.7% | $154,803-97.4% | $142,382-97.1% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 13.72% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $866 | $4,810-82.0% | $4,305-79.9% | $4,299-79.8% |
| Participant deferral / active EE | $914 | $6,272-85.4% | $5,540-83.5% | $6,507-85.9% |
| Admin fee / account holder | $373 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |