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 4-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.
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 | $11,356 | $80,724-85.9% | $103,333-89.0% | $74,495-84.8% |
| Participation rate | 49.2% | 65.7%-16.5pp | 74.5%-25.3pp | 67.2%-18.0pp |
| Annual return | 20.52% | 27.56%-7.0pp | 24.88%-4.4pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,247 | $3,157-60.5% | $3,868-67.8% | $2,623-52.4% |
| Participant deferral / active EE | $2,025 | $3,860-47.5% | $5,057-60.0% | $4,346-53.4% |
| Admin fee / account holder | $1,185 | $2,368-50.0% | $8,355-85.8% | $1,942-39.0% |