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 | $1,917 | $74,888-97.4% | $71,209-97.3% | $142,382-98.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.62% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $257 | $2,854-91.0% | $2,721-90.5% | $4,299-94.0% |
| Participant deferral / active EE | $268 | $4,454-94.0% | $4,175-93.6% | $6,507-95.9% |
| Admin fee / account holder | $324 | $5,568-94.2% | $5,349-93.9% | $12,624-97.4% |