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 | $1,772 | $114,381-98.5% | $107,525-98.4% | $142,382-98.8% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 885.88% | 242.71%+643.2pp | 181.32%+704.6pp | 217.08%+668.8pp |
| Employer contribution / active EE | $636 | $4,015-84.2% | $3,754-83.1% | $4,299-85.2% |
| Participant deferral / active EE | $842 | $5,564-84.9% | $5,116-83.5% | $6,507-87.1% |
| Admin fee / account holder | $1,404 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |