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.
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 | $169,786 | $250,469-32.2% | $220,551-23.0% | $286,844-40.8% |
| Participation rate | 100.0% | 24.3%+75.7pp | 8.7%+91.3pp | 37.6%+62.4pp |
| Annual return | 1.76% | 4.93%-3.2pp | 7.32%-5.6pp | 9.30%-7.5pp |
| Employer contribution / active EE | $1,517 | $32,616-95.3% | $23,426-93.5% | $43,742-96.5% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $2,921 | $11,153-73.8% | $9,522-69.3% | $12,596-76.8% |