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 | $12,506 | $73,102-82.9% | $123,544-89.9% | $56,287-77.8% |
| Participation rate | 59.2% | 74.3%-15.1pp | 82.3%-23.1pp | 69.9%-10.7pp |
| Annual return | 15.05% | 3.01%+12.0pp | 119.20%-104.1pp | -9.96%+25.0pp |
| Employer contribution / active EE | $1,485 | $2,977-50.1% | $4,628-67.9% | $2,111-29.7% |
| Participant deferral / active EE | $2,869 | $5,423-47.1% | $6,426-55.3% | $3,350-14.3% |
| Admin fee / account holder | $682 | $554+23.2% | $9,284-92.7% | $521+30.9% |