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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,037 | $57,610-94.7% | $154,803-98.0% | $102,872-97.0% |
| Participation rate | 28.2% | 59.5%-31.3pp | 78.1%-49.9pp | 73.0%-44.9pp |
| Annual return | 33.68% | 30.49%+3.2pp | 58.88%-25.2pp | 19.06%+14.6pp |
| Employer contribution / active EE | $10 | $1,883-99.5% | $4,305-99.8% | $3,526-99.7% |
| Participant deferral / active EE | $727 | $2,914-75.0% | $5,540-86.9% | $5,535-86.9% |
| Admin fee / account holder | $352 | $368-4.3% | $14,329-97.5% | $292+20.5% |