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.
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.
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 | $23,617 | $20,316+16.2% | $66,042-64.2% | $74,304-68.2% |
| Participation rate | 37.0% | 62.8%-25.8pp | 67.5%-30.5pp | 60.3%-23.4pp |
| Annual return | 13.26% | 28.10%-14.8pp | 52.11%-38.8pp | 29.43%-16.2pp |
| Employer contribution / active EE | $93 | $745-87.5% | $1,579-94.1% | $2,241-95.9% |
| Participant deferral / active EE | $842 | $1,615-47.8% | $2,835-70.3% | $3,767-77.6% |
| Admin fee / account holder | $1,053 | $1,668-36.9% | $5,747-81.7% | $2,969-64.5% |