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 | $3,670 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 25.86% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $374 | $3,939-90.5% | $3,689-89.9% | $4,156-91.0% |
| Participant deferral / active EE | $1,443 | $5,500-73.8% | $5,072-71.5% | $6,407-77.5% |
| Admin fee / account holder | $918 | $9,721-90.6% | $8,859-89.6% | $12,270-92.5% |