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 5-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $500,087 | $468,422+6.8% | $468,422+6.8% | $338,187+47.9% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 44.0%+56.0pp |
| Annual return | 13.64% | 6.30%+7.3pp | 6.74%+6.9pp | 13.05%+0.6pp |
| Employer contribution / active EE | $104,699 | $48,167+117.4% | $43,780+139.1% | $37,639+178.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $2,797 | $1,988+40.7% | $1,988+40.7% | $30,864-90.9% |