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.)
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 | $8,672 | $214,378-96.0% | $200,582-95.7% | $142,382-93.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 11.27% | 46.41%-35.1pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,294 | $6,841-81.1% | $6,419-79.8% | $4,299-69.9% |
| Participant deferral / active EE | $2,599 | $9,865-73.7% | $9,331-72.1% | $6,507-60.1% |
| Admin fee / account holder | $537 | $17,692-97.0% | $16,305-96.7% | $12,624-95.7% |