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 | $2,246 | $214,378-99.0% | $200,582-98.9% | $142,382-98.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $862 | $6,841-87.4% | $6,419-86.6% | $4,299-79.9% |
| Participant deferral / active EE | $1,246 | $9,865-87.4% | $9,331-86.6% | $6,507-80.8% |
| Admin fee / account holder | $363 | $17,692-98.0% | $16,305-97.8% | $12,624-97.1% |