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 | $19,054 | $64,890-70.6% | $134,172-85.8% | $67,986-72.0% |
| Participation rate | 57.5% | 48.5%+9.0pp | 72.5%-14.9pp | 57.2%+0.3pp |
| Annual return | 16.79% | 16.12%+0.7pp | 25.30%-8.5pp | 31.67%-14.9pp |
| Employer contribution / active EE | $821 | $1,360-39.6% | $3,420-76.0% | $2,019-59.3% |
| Participant deferral / active EE | $1,993 | $2,289-12.9% | $4,690-57.5% | $3,358-40.6% |
| Admin fee / account holder | $2,209 | $3,140-29.6% | $12,016-81.6% | $3,203-31.0% |