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.
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 | $24,498 | $76,670-68.0% | $96,683-74.7% | $71,457-65.7% |
| Participation rate | 65.3% | 66.6%-1.3pp | 74.3%-9.1pp | 67.9%-2.6pp |
| Annual return | 28.42% | 48.29%-19.9pp | 35.69%-7.3pp | 28.85%-0.4pp |
| Employer contribution / active EE | $1,905 | $3,031-37.2% | $3,737-49.0% | $2,588-26.4% |
| Participant deferral / active EE | $3,252 | $3,771-13.8% | $4,878-33.3% | $4,289-24.2% |
| Admin fee / account holder | $1,418 | $2,028-30.1% | $6,730-78.9% | $1,587-10.7% |