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 | $3,066 | $209,336-98.5% | $197,124-98.4% | $137,256-97.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 46.12% | 48.09%-2.0pp | 44.34%+1.8pp | 220.34%-174.2pp |
| Employer contribution / active EE | $896 | $6,591-86.4% | $6,227-85.6% | $4,156-78.5% |
| Participant deferral / active EE | $1,340 | $9,614-86.1% | $9,135-85.3% | $6,407-79.1% |
| Admin fee / account holder | $560 | $17,308-96.8% | $16,298-96.6% | $12,270-95.4% |