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 | $164,164 | $161,673+1.5% | $161,673+1.5% | $254,510-35.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 41.7%+58.3pp | 43.0%+57.0pp |
| Annual return | 11.41% | 9.27%+2.1pp | 9.65%+1.8pp | 259.13%-247.7pp |
| Employer contribution / active EE | $14,156 | $32,307-56.2% | $27,458-48.4% | $41,469-65.9% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $7,963 | $23,561-66.2% | $23,561-66.2% | $21,546-63.0% |