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 9-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,770 | $315,136+12.3% | $286,273+23.6% | $254,542+39.0% |
| Participation rate | 100.0% | 37.3%+62.7pp | 30.6%+69.4pp | 47.4%+52.6pp |
| Annual return | 10.64% | 10.25%+0.4pp | 10.78%-0.1pp | 12.16%-1.5pp |
| Employer contribution / active EE | $75,000 | $47,546+57.7% | $41,857+79.2% | $44,746+67.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $1,993 | $103,433-98.1% | $83,605-97.6% | $17,640-88.7% |