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 | $1,982 | $114,381-98.3% | $107,525-98.2% | $142,382-98.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 222.20% | 242.71%-20.5pp | 181.32%+40.9pp | 217.08%+5.1pp |
| Employer contribution / active EE | $607 | $4,015-84.9% | $3,754-83.8% | $4,299-85.9% |
| Participant deferral / active EE | $917 | $5,564-83.5% | $5,116-82.1% | $6,507-85.9% |
| Admin fee / account holder | $395 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |