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 | $83,369-88.6% | $105,223-91.0% | $67,986-86.0% |
| Participation rate | 31.8% | 56.3%-24.5pp | 75.0%-43.2pp | 57.2%-25.4pp |
| Annual return | 33.35% | 24.64%+8.7pp | 180.65%-147.3pp | 31.67%+1.7pp |
| Employer contribution / active EE | $939 | $2,541-63.1% | $3,689-74.6% | $2,019-53.5% |
| Participant deferral / active EE | $2,042 | $3,295-38.0% | $5,072-59.7% | $3,358-39.2% |
| Admin fee / account holder | $556 | $4,073-86.4% | $8,859-93.7% | $3,203-82.6% |