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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,933 | $86,944-88.6% | $107,525-90.8% | $74,304-86.6% |
| Participation rate | 46.2% | 59.6%-13.4pp | 75.1%-28.9pp | 60.3%-14.2pp |
| Annual return | 13.09% | 23.52%-10.4pp | 181.32%-168.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $880 | $2,757-68.1% | $3,754-76.5% | $2,241-60.7% |
| Participant deferral / active EE | $2,120 | $3,554-40.4% | $5,116-58.6% | $3,767-43.7% |
| Admin fee / account holder | $628 | $3,727-83.1% | $8,919-93.0% | $2,969-78.8% |