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.
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 | $97,215 | $157,433-38.2% | $157,433-38.2% | $254,542-61.8% |
| Participation rate | 100.0% | 27.3%+72.7pp | 16.7%+83.3pp | 47.4%+52.6pp |
| Annual return | 12.71% | 7.77%+4.9pp | 10.27%+2.4pp | 12.16%+0.5pp |
| Employer contribution / active EE | $14,299 | $24,772-42.3% | $19,104-25.2% | $44,746-68.0% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $170-100.0% |
| Admin fee / account holder | $532 | $12,160-95.6% | $12,160-95.6% | $17,640-97.0% |