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 10-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.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $554,919 | $438,681+26.5% | $438,681+26.5% | $254,510+118.0% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | -12.99% | 4.01%-17.0pp | 4.26%-17.2pp | 259.13%-272.1pp |
| Employer contribution / active EE | $99,522 | $56,756+75.4% | $54,767+81.7% | $41,469+140.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $4,425 | $2,187+102.3% | $2,187+102.3% | $21,546-79.5% |