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 9-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 | $22,263 | $84,556-73.7% | $116,228-80.8% | $74,304-70.0% |
| Participation rate | 58.9% | 66.0%-7.2pp | 74.6%-15.7pp | 60.3%-1.5pp |
| Annual return | 14.06% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,413 | $2,168-34.8% | $2,994-52.8% | $2,241-37.0% |
| Participant deferral / active EE | $3,146 | $3,814-17.5% | $4,953-36.5% | $3,767-16.5% |
| Admin fee / account holder | $366 | $3,792-90.3% | $11,989-96.9% | $2,969-87.7% |