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 3-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.)
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,305 | $202,366-65.8% | $143,222-51.6% | $254,542-72.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 57.6%+42.4pp | 47.4%+52.6pp |
| Annual return | 1.05% | 8.49%-7.4pp | 8.97%-7.9pp | 12.16%-11.1pp |
| Employer contribution / active EE | $34,628 | $52,714-34.3% | $37,026-6.5% | $44,746-22.6% |
| Participant deferral / active EE | $0 | $981-100.0% | $1,023-100.0% | $170-100.0% |
| Admin fee / account holder | $306 | $2,444-87.5% | $2,546-88.0% | $17,640-98.3% |