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 | $565,144 | $440,923+28.2% | $440,923+28.2% | $417,905+35.2% |
| Participation rate | 100.0% | 57.1%+42.9pp | 40.0%+60.0pp | 39.2%+60.8pp |
| Annual return | 8.71% | 7.79%+0.9pp | 8.94%-0.2pp | 13.91%-5.2pp |
| Employer contribution / active EE | $21,500 | $39,379-45.4% | $36,999-41.9% | $35,282-39.1% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $4,849 | $2,072+134.0% | $2,072+134.0% | $41,846-88.4% |