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.
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 | $9,521 | $86,944-89.0% | $107,525-91.1% | $74,304-87.2% |
| Participation rate | 31.8% | 59.6%-27.8pp | 75.1%-43.3pp | 60.3%-28.6pp |
| Annual return | 33.35% | 23.52%+9.8pp | 181.32%-148.0pp | 29.43%+3.9pp |
| Employer contribution / active EE | $939 | $2,757-66.0% | $3,754-75.0% | $2,241-58.1% |
| Participant deferral / active EE | $2,042 | $3,554-42.6% | $5,116-60.1% | $3,767-45.8% |
| Admin fee / account holder | $556 | $3,727-85.1% | $8,919-93.8% | $2,969-81.3% |