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 5-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 | $33,789 | $87,870-61.5% | $113,168-70.1% | $74,304-54.5% |
| Participation rate | 51.8% | 70.7%-19.0pp | 76.6%-24.8pp | 60.3%-8.6pp |
| Annual return | 28.57% | 26.44%+2.1pp | 24.27%+4.3pp | 29.43%-0.9pp |
| Employer contribution / active EE | $1,286 | $2,277-43.5% | $2,975-56.8% | $2,241-42.6% |
| Participant deferral / active EE | $2,458 | $4,241-42.0% | $5,107-51.9% | $3,767-34.8% |
| Admin fee / account holder | $2,888 | $3,368-14.3% | $12,068-76.1% | $2,969-2.7% |