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 8-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.
Participant 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 | $135,187 | $54,597+147.6% | $344,859-60.8% | $350,408-61.4% |
| Participation rate | 100.0% | 36.4%+63.6pp | 23.5%+76.5pp | 44.4%+55.6pp |
| Annual return | -13.33% | -8.21%-5.1pp | -8.02%-5.3pp | -14.65%+1.3pp |
| Employer contribution / active EE | $26,808 | $39,841-32.7% | $29,748-9.9% | $46,320-42.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $1,140 | $388+193.5% | $388+193.5% | $14,631-92.2% |