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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,585 | $47,126-79.7% | $149,673-93.6% | $74,419-87.1% |
| Participation rate | 20.5% | 63.4%-42.9pp | 78.8%-58.3pp | 70.7%-50.2pp |
| Annual return | 23.04% | 22.75%+0.3pp | 134.42%-111.4pp | 34.38%-11.3pp |
| Employer contribution / active EE | $431 | $1,905-77.4% | $4,818-91.0% | $2,637-83.6% |
| Participant deferral / active EE | $701 | $2,728-74.3% | $5,680-87.7% | $4,528-84.5% |
| Admin fee / account holder | $581 | $343+69.6% | $13,210-95.6% | $348+67.0% |