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 | $76,407-91.8% | $150,298-95.8% | $82,448-92.4% |
| Participation rate | 68.6% | 66.4%+2.2pp | 77.8%-9.2pp | 68.1%+0.5pp |
| Annual return | 41.04% | 39.99%+1.0pp | 62.79%-21.8pp | 41.64%-0.6pp |
| Employer contribution / active EE | $1,297 | $2,614-50.4% | $4,154-68.8% | $2,551-49.1% |
| Participant deferral / active EE | $2,951 | $3,214-8.2% | $5,453-45.9% | $4,139-28.7% |
| Admin fee / account holder | $548 | $6,352-91.4% | $14,116-96.1% | $7,234-92.4% |