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 | $17,942 | $58,926-69.6% | $97,226-81.5% | $74,495-75.9% |
| Participation rate | 47.7% | 63.5%-15.8pp | 72.7%-25.0pp | 67.2%-19.5pp |
| Annual return | 16.27% | 16.04%+0.2pp | 75.13%-58.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,742 | $1,894-8.1% | $2,729-36.2% | $2,623-33.6% |
| Participant deferral / active EE | $3,198 | $3,664-12.7% | $4,264-25.0% | $4,346-26.4% |
| Admin fee / account holder | $516 | $1,974-73.8% | $5,654-90.9% | $1,942-73.4% |