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.
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 | $27,799 | $91,407-69.6% | $135,903-79.5% | $71,457-61.1% |
| Participation rate | 68.2% | 75.7%-7.4pp | 81.9%-13.7pp | 67.9%+0.3pp |
| Annual return | 20.23% | 29.90%-9.7pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,046 | $3,703-44.8% | $4,856-57.9% | $2,588-20.9% |
| Participant deferral / active EE | $7,210 | $7,092+1.7% | $7,758-7.1% | $4,289+68.1% |
| Admin fee / account holder | $8,438 | $1,266+566.7% | $10,762-21.6% | $1,587+431.6% |