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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,583 | $343,683-13.1% | $333,750-10.5% | $350,408-14.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.4%+55.6pp |
| Annual return | -11.68% | -9.47%-2.2pp | -9.60%-2.1pp | -14.65%+3.0pp |
| Employer contribution / active EE | $65,000 | $58,413+11.3% | $56,630+14.8% | $46,320+40.3% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $1,907 | $5,347-64.3% | $5,181-63.2% | $14,631-87.0% |