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 5-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 | $40,926 | $148,978-72.5% | $200,582-79.6% | $84,808-51.7% |
| Participation rate | 61.1% | 84.2%-23.2pp | 86.9%-25.8pp | 68.3%-7.3pp |
| Annual return | 21.15% | 28.16%-7.0pp | 42.33%-21.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,405 | $4,815-8.5% | $6,419-31.4% | $2,631+67.4% |
| Participant deferral / active EE | $9,396 | $7,142+31.6% | $9,331+0.7% | $4,212+123.1% |
| Admin fee / account holder | $1,859 | $13,977-86.7% | $16,305-88.6% | $7,344-74.7% |