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 | $3,814 | $111,535-96.6% | $105,223-96.4% | $137,256-97.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 27.40% | 237.85%-210.5pp | 180.65%-153.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $766 | $3,939-80.6% | $3,689-79.2% | $4,156-81.6% |
| Participant deferral / active EE | $1,164 | $5,500-78.8% | $5,072-77.1% | $6,407-81.8% |
| Admin fee / account holder | $462 | $9,721-95.2% | $8,859-94.8% | $12,270-96.2% |