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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,972 | $114,381-96.5% | $107,525-96.3% | $142,382-97.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | -37.79% | 242.71%-280.5pp | 181.32%-219.1pp | 217.08%-254.9pp |
| Employer contribution / active EE | $660 | $4,015-83.6% | $3,754-82.4% | $4,299-84.7% |
| Participant deferral / active EE | $1,543 | $5,564-72.3% | $5,116-69.8% | $6,507-76.3% |
| Admin fee / account holder | $1,926 | $9,860-80.5% | $8,919-78.4% | $12,624-84.7% |