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.
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 | $38,662 | $55,554-30.4% | $308,621-87.5% | $52,198-25.9% |
| Participation rate | 78.0% | 19.8%+58.2pp | 57.2%+20.8pp | 11.0%+67.0pp |
| Annual return | 11.13% | 7.82%+3.3pp | 8.06%+3.1pp | 8.23%+2.9pp |
| Employer contribution / active EE | $2,998 | $18,498-83.8% | $42,627-93.0% | $13,859-78.4% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $889 | $918-3.2% | $8,774-89.9% | $1,652-46.2% |