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 | $12,920 | $56,047-76.9% | $98,716-86.9% | $79,634-83.8% |
| Participation rate | 16.1% | 54.6%-38.5pp | 69.3%-53.2pp | 62.5%-46.4pp |
| Annual return | 47.02% | 17.58%+29.4pp | 31.81%+15.2pp | 36.46%+10.6pp |
| Employer contribution / active EE | $204 | $1,237-83.5% | $2,279-91.0% | $2,529-91.9% |
| Participant deferral / active EE | $662 | $2,469-73.2% | $4,048-83.7% | $3,835-82.7% |
| Admin fee / account holder | $2,039 | $1,512+34.9% | $8,703-76.6% | $1,002+103.5% |