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 | $2,526 | $163,101-98.5% | $136,749-98.2% | $142,382-98.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 26.21% | 27.54%-1.3pp | 24.33%+1.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $702 | $4,117-82.9% | $3,400-79.4% | $4,299-83.7% |
| Participant deferral / active EE | $702 | $5,585-87.4% | $4,692-85.0% | $6,507-89.2% |
| Admin fee / account holder | $674 | $14,318-95.3% | $11,386-94.1% | $12,624-94.7% |