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 | $1,359 | $172,111-99.2% | $150,298-99.1% | $137,256-99.0% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 81.80% | 69.37%+12.4pp | 62.79%+19.0pp | 220.34%-138.5pp |
| Employer contribution / active EE | $495 | $4,636-89.3% | $4,154-88.1% | $4,156-88.1% |
| Participant deferral / active EE | $640 | $6,166-89.6% | $5,453-88.3% | $6,407-90.0% |
| Admin fee / account holder | $519 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |