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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,365 | $91,407-81.0% | $135,903-87.2% | $71,457-75.7% |
| Participation rate | 66.3% | 75.7%-9.3pp | 81.9%-15.6pp | 67.9%-1.6pp |
| Annual return | 14.05% | 29.90%-15.8pp | 68.23%-54.2pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,210 | $3,703-67.3% | $4,856-75.1% | $2,588-53.3% |
| Participant deferral / active EE | $2,954 | $7,092-58.3% | $7,758-61.9% | $4,289-31.1% |
| Admin fee / account holder | $2,409 | $1,266+90.3% | $10,762-77.6% | $1,587+51.8% |