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 | $8,198 | $55,415-85.2% | $155,509-94.7% | $74,495-89.0% |
| Participation rate | 57.0% | 61.9%-4.9pp | 78.2%-21.2pp | 67.2%-10.2pp |
| Annual return | 18.61% | 268.50%-249.9pp | 64.67%-46.1pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $1,207 | $2,267-46.8% | $4,672-74.2% | $2,623-54.0% |
| Participant deferral / active EE | $1,540 | $2,836-45.7% | $5,626-72.6% | $4,346-64.6% |
| Admin fee / account holder | $429 | $1,738-75.3% | $15,912-97.3% | $1,942-77.9% |