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.
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 | $14,357 | $77,660-81.5% | $109,143-86.8% | $79,386-81.9% |
| Participation rate | 54.9% | 67.8%-12.9pp | 75.9%-21.0pp | 70.7%-15.8pp |
| Annual return | 19.88% | 23.44%-3.6pp | 25.75%-5.9pp | 116.85%-97.0pp |
| Employer contribution / active EE | $2,066 | $2,797-26.1% | $3,722-44.5% | $2,427-14.9% |
| Participant deferral / active EE | $2,825 | $3,518-19.7% | $4,653-39.3% | $4,046-30.2% |
| Admin fee / account holder | $1,990 | $732+171.8% | $6,752-70.5% | $626+217.7% |