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 | $140,800-81.8% | $89,340-71.3% | $79,634-67.8% |
| Participation rate | 35.6% | 61.9%-26.3pp | 69.6%-33.9pp | 62.5%-26.9pp |
| Annual return | 19.96% | 17.84%+2.1pp | 20.57%-0.6pp | 36.46%-16.5pp |
| Employer contribution / active EE | $833 | $2,021-58.8% | $2,231-62.7% | $2,529-67.1% |
| Participant deferral / active EE | $1,832 | $3,219-43.1% | $3,823-52.1% | $3,835-52.2% |
| Admin fee / account holder | $2,053 | $1,610+27.5% | $6,704-69.4% | $1,002+104.9% |