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 7-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 | $15,910 | $110,483-85.6% | $145,433-89.1% | $79,634-80.0% |
| Participation rate | 35.2% | 71.1%-35.9pp | 82.1%-47.0pp | 62.5%-27.3pp |
| Annual return | 10.36% | 24.62%-14.3pp | 66.58%-56.2pp | 36.46%-26.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,416 | $7,216-66.5% | $7,897-69.4% | $3,835-37.0% |
| Admin fee / account holder | $2,869 | $680+321.9% | $13,129-78.1% | $1,002+186.4% |