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.
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 | $19,842 | $88,360-77.5% | $145,433-86.4% | $67,986-70.8% |
| Participation rate | 63.8% | 65.5%-1.7pp | 82.1%-18.3pp | 57.2%+6.6pp |
| Annual return | 29.15% | 63.15%-34.0pp | 66.58%-37.4pp | 31.67%-2.5pp |
| Employer contribution / active EE | $1,905 | $3,054-37.6% | $4,554-58.2% | $2,019-5.6% |
| Participant deferral / active EE | $2,515 | $5,932-57.6% | $7,897-68.2% | $3,358-25.1% |
| Admin fee / account holder | $736 | $3,313-77.8% | $13,129-94.4% | $3,203-77.0% |