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 | $88,672-95.9% | $105,223-96.6% | $82,448-95.6% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 21.31% | 30.86%-9.5pp | 180.65%-159.3pp | 41.64%-20.3pp |
| Employer contribution / active EE | $753 | $3,048-75.3% | $3,689-79.6% | $2,551-70.5% |
| Participant deferral / active EE | $1,632 | $4,036-59.6% | $5,072-67.8% | $4,139-60.6% |
| Admin fee / account holder | $849 | $7,146-88.1% | $8,859-90.4% | $7,234-88.3% |