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.
See the 6-year trajectory. $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.
See 1 actuary disclosure. $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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,891 | $247,120+62.6% | $213,834+87.9% | $350,408+14.7% |
| Participation rate | 100.0% | 29.4%+70.6pp | 12.3%+87.7pp | 44.4%+55.6pp |
| Annual return | -10.02% | -11.90%+1.9pp | -5.16%-4.9pp | -14.65%+4.6pp |
| Employer contribution / active EE | $100,000 | $42,640+134.5% | $31,020+222.4% | $46,320+115.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $5,869 | $3,703+58.5% | $2,852+105.8% | $14,631-59.9% |