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 6-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.)
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 | $9,335 | $45,602-79.5% | $117,472-92.1% | $66,914-86.0% |
| Participation rate | 46.9% | 57.6%-10.7pp | 70.6%-23.7pp | 69.8%-22.9pp |
| Annual return | -19.62% | -16.74%-2.9pp | 29.74%-49.4pp | 1.58%-21.2pp |
| Employer contribution / active EE | $382 | $1,579-75.8% | $4,176-90.9% | $2,544-85.0% |
| Participant deferral / active EE | $1,313 | $2,845-53.8% | $4,070-67.7% | $4,237-69.0% |
| Admin fee / account holder | $935 | $661+41.5% | $5,645-83.4% | $593+57.5% |