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 | $68,914-72.4% | $136,749-86.1% | $74,304-74.4% |
| Participation rate | 57.5% | 51.3%+6.2pp | 72.1%-14.6pp | 60.3%-2.8pp |
| Annual return | 16.79% | 16.34%+0.4pp | 24.33%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $821 | $1,561-47.4% | $3,400-75.9% | $2,241-63.4% |
| Participant deferral / active EE | $1,993 | $2,541-21.6% | $4,692-57.5% | $3,767-47.1% |
| Admin fee / account holder | $2,209 | $3,149-29.8% | $11,386-80.6% | $2,969-25.6% |