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 4-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 | $9,265 | $40,385-77.1% | $80,569-88.5% | $74,419-87.5% |
| Participation rate | 17.7% | 47.4%-29.7pp | 67.0%-49.3pp | 70.7%-53.0pp |
| Annual return | 23.09% | 164.85%-141.8pp | 935.43%-912.3pp | 34.38%-11.3pp |
| Employer contribution / active EE | $247 | $1,496-83.5% | $2,723-90.9% | $2,637-90.6% |
| Participant deferral / active EE | $544 | $2,674-79.7% | $4,447-87.8% | $4,528-88.0% |
| Admin fee / account holder | $909 | $720+26.2% | $5,377-83.1% | $348+161.2% |