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.
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 | $29,345 | $100,923-70.9% | $150,045-80.4% | $74,304-60.5% |
| Participation rate | 63.5% | 70.1%-6.6pp | 82.3%-18.8pp | 60.3%+3.1pp |
| Annual return | 14.64% | 51.77%-37.1pp | 62.55%-47.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $285 | $3,463-91.8% | $4,693-93.9% | $2,241-87.3% |
| Participant deferral / active EE | $2,611 | $6,709-61.1% | $7,997-67.3% | $3,767-30.7% |
| Admin fee / account holder | $1,434 | $2,767-48.2% | $13,435-89.3% | $2,969-51.7% |