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 | $2,718 | $164,139-98.3% | $155,567-98.3% | - |
| Participation rate | 72.7% | 62.7%+10.0pp | 78.2%-5.5pp | - |
| Annual return | 11.12% | 19.45%-8.3pp | 64.74%-53.6pp | - |
| Employer contribution / active EE | $192 | $2,490-92.3% | $4,674-95.9% | - |
| Participant deferral / active EE | $1,766 | $2,914-39.4% | $5,628-68.6% | - |
| Admin fee / account holder | $885 | $96,217-99.1% | $15,916-94.4% | - |