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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,051 | $50,127-87.9% | $149,673-96.0% | $80,160-92.5% |
| Participation rate | 15.4% | 64.3%-48.9pp | 78.8%-63.4pp | 72.9%-57.5pp |
| Annual return | 28.43% | 29.82%-1.4pp | 134.42%-106.0pp | 40.38%-12.0pp |
| Employer contribution / active EE | $243 | $1,865-87.0% | $4,818-95.0% | $2,978-91.8% |
| Participant deferral / active EE | $285 | $3,194-91.1% | $5,680-95.0% | $5,017-94.3% |
| Admin fee / account holder | $516 | $153+238.2% | $13,210-96.1% | $145+256.2% |