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 | $202,541 | $185,887+9.0% | $179,823+12.6% | $338,187-40.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 44.0%+56.0pp |
| Annual return | 13.37% | 173.40%-160.0pp | 148.21%-134.8pp | 13.05%+0.3pp |
| Employer contribution / active EE | $27,805 | $30,752-9.6% | $26,792+3.8% | $37,639-26.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $10,088 | $1,660+507.6% | $1,660+507.6% | $30,864-67.3% |