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 7-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,975 | $224,372-40.3% | $219,333-38.9% | $222,458-39.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -3.41% | -2.14%-1.3pp | -2.00%-1.4pp | -2.16%-1.3pp |
| Employer contribution / active EE | $68,150 | $37,316+82.6% | $34,470+97.7% | $42,957+58.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $576 | $5,081-88.7% | $5,362-89.3% | $12,572-95.4% |