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 9-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 | $25,677 | $117,025-78.1% | $91,541-72.0% | $85,563-70.0% |
| Participation rate | 35.6% | 64.2%-28.6pp | 69.8%-34.1pp | 66.0%-30.3pp |
| Annual return | 19.96% | 18.02%+1.9pp | 20.50%-0.5pp | 31.51%-11.6pp |
| Employer contribution / active EE | $833 | $2,120-60.7% | $2,505-66.7% | $2,654-68.6% |
| Participant deferral / active EE | $1,832 | $3,446-46.8% | $4,008-54.3% | $4,375-58.1% |
| Admin fee / account holder | $2,053 | $1,242+65.3% | $6,956-70.5% | $834+146.1% |