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 | $2,374 | $177,572-98.7% | $154,803-98.5% | $142,382-98.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 216.99% | 65.07%+151.9pp | 58.88%+158.1pp | 217.08%-0.1pp |
| Employer contribution / active EE | $815 | $4,810-83.1% | $4,305-81.1% | $4,299-81.0% |
| Participant deferral / active EE | $866 | $6,272-86.2% | $5,540-84.4% | $6,507-86.7% |
| Admin fee / account holder | $424 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |