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 | $3,120 | $172,111-98.2% | $150,298-97.9% | $137,256-97.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.60% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $587 | $4,636-87.3% | $4,154-85.9% | $4,156-85.9% |
| Participant deferral / active EE | $1,514 | $6,166-75.4% | $5,453-72.2% | $6,407-76.4% |
| Admin fee / account holder | $656 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |