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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,383 | $77,503-75.0% | $100,391-80.7% | $80,856-76.0% |
| Participation rate | 64.1% | 76.9%-12.9pp | 81.5%-17.4pp | 67.6%-3.6pp |
| Annual return | 11.08% | 37.20%-26.1pp | 49.20%-38.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,500 | $2,801-46.5% | $3,942-62.0% | $2,755-45.6% |
| Participant deferral / active EE | $4,861 | $6,820-28.7% | $8,082-39.9% | $4,296+13.2% |
| Admin fee / account holder | $5,617 | $5,897-4.8% | $7,899-28.9% | $6,918-18.8% |