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 3-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 | $6,295 | $80,717-92.2% | $154,803-95.9% | $84,808-92.6% |
| Participation rate | 68.6% | 66.8%+1.8pp | 78.1%-9.5pp | 68.3%+0.3pp |
| Annual return | 41.04% | 37.96%+3.1pp | 58.88%-17.8pp | 40.90%+0.1pp |
| Employer contribution / active EE | $1,297 | $2,761-53.0% | $4,305-69.9% | $2,631-50.7% |
| Participant deferral / active EE | $2,951 | $3,303-10.7% | $5,540-46.7% | $4,212-29.9% |
| Admin fee / account holder | $548 | $6,746-91.9% | $14,329-96.2% | $7,344-92.5% |