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 | $26,795 | $68,914-61.1% | $136,749-80.4% | $74,304-63.9% |
| Participation rate | 49.0% | 51.3%-2.3pp | 72.1%-23.1pp | 60.3%-11.3pp |
| Annual return | 13.40% | 16.34%-2.9pp | 24.33%-10.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $709 | $1,561-54.6% | $3,400-79.1% | $2,241-68.4% |
| Participant deferral / active EE | $1,690 | $2,541-33.5% | $4,692-64.0% | $3,767-55.1% |
| Admin fee / account holder | $6,116 | $3,149+94.2% | $11,386-46.3% | $2,969+106.0% |