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 | $15,904 | $88,083-81.9% | $164,813-90.4% | $74,495-78.7% |
| Participation rate | 60.3% | 73.0%-12.7pp | 78.6%-18.3pp | 67.2%-6.9pp |
| Annual return | 15.68% | 17.26%-1.6pp | 69.93%-54.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $952 | $2,593-63.3% | $4,341-78.1% | $2,623-63.7% |
| Participant deferral / active EE | $4,842 | $4,498+7.6% | $6,031-19.7% | $4,346+11.4% |
| Admin fee / account holder | $1,316 | $2,234-41.1% | $12,690-89.6% | $1,942-32.2% |