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 | $1,163 | $127,065-99.1% | $113,168-99.0% | $142,382-99.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 92.25% | 24.03%+68.2pp | 24.27%+68.0pp | 217.08%-124.8pp |
| Employer contribution / active EE | $629 | $3,442-81.7% | $2,975-78.9% | $4,299-85.4% |
| Participant deferral / active EE | $670 | $5,716-88.3% | $5,107-86.9% | $6,507-89.7% |
| Admin fee / account holder | $347 | $15,736-97.8% | $12,068-97.1% | $12,624-97.2% |