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 | $32,300 | $79,171-59.2% | $102,423-68.5% | $74,495-56.6% |
| Participation rate | 62.4% | 74.8%-12.4pp | 76.5%-14.1pp | 67.2%-4.8pp |
| Annual return | 31.28% | 54.93%-23.7pp | 29.32%+2.0pp | 1364.94%-1333.7pp |
| Employer contribution / active EE | $1,933 | $2,362-18.2% | $3,023-36.1% | $2,623-26.3% |
| Participant deferral / active EE | $2,498 | $4,415-43.4% | $5,053-50.6% | $4,346-42.5% |
| Admin fee / account holder | $2,191 | $2,001+9.5% | $9,451-76.8% | $1,942+12.8% |