Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $12,548 | $64,705-80.6% | $62,929-80.1% | $67,986-81.5% |
| Participation rate | 60.8% | 65.6%-4.8pp | 73.1%-12.4pp | 57.2%+3.6pp |
| Annual return | 29.68% | 20.31%+9.4pp | 1063.93%-1034.3pp | 31.67%-2.0pp |
| Employer contribution / active EE | $814 | $2,376-65.7% | $2,505-67.5% | $2,019-59.7% |
| Participant deferral / active EE | $2,399 | $3,198-25.0% | $3,888-38.3% | $3,358-28.6% |
| Admin fee / account holder | $833 | $1,428-41.6% | $5,065-83.5% | $3,203-74.0% |