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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,281 | $85,985+72.4% | $85,985+72.4% | $248,183-40.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 19.2%+80.8pp | 45.9%+54.1pp |
| Annual return | 8.56% | 15.47%-6.9pp | 14.20%-5.6pp | 10.21%-1.7pp |
| Employer contribution / active EE | $7,778 | $36,160-78.5% | $27,968-72.2% | $42,272-81.6% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $19,343 | $6,028+220.9% | $6,028+220.9% | $13,518+43.1% |