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 | $3,616 | $89,753-96.0% | $107,525-96.6% | $84,808-95.7% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.6pp |
| Annual return | 21.31% | 29.48%-8.2pp | 181.32%-160.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $753 | $3,113-75.8% | $3,754-79.9% | $2,631-71.4% |
| Participant deferral / active EE | $1,632 | $4,056-59.8% | $5,116-68.1% | $4,212-61.3% |
| Admin fee / account holder | $849 | $7,222-88.2% | $8,919-90.5% | $7,344-88.4% |