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.)
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 | $25,352 | $82,978-69.4% | $129,995-80.5% | $71,457-64.5% |
| Participation rate | 52.9% | 74.1%-21.1pp | 78.5%-25.5pp | 67.9%-15.0pp |
| Annual return | 31.20% | 20.60%+10.6pp | -137.18%+168.4pp | 28.85%+2.3pp |
| Employer contribution / active EE | $2,381 | $2,622-9.2% | $4,320-44.9% | $2,588-8.0% |
| Participant deferral / active EE | $3,713 | $4,432-16.2% | $5,820-36.2% | $4,289-13.4% |
| Admin fee / account holder | $751 | $1,729-56.6% | $10,614-92.9% | $1,587-52.7% |