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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,157 | $92,971-86.9% | $96,683-87.4% | $74,419-83.7% |
| Participation rate | 56.6% | 71.5%-14.9pp | 74.3%-17.7pp | 70.7%-14.1pp |
| Annual return | 46.36% | 37.49%+8.9pp | 35.69%+10.7pp | 34.38%+12.0pp |
| Employer contribution / active EE | $5,763 | $3,426+68.2% | $3,737+54.2% | $2,637+118.5% |
| Participant deferral / active EE | $1,078 | $3,970-72.9% | $4,878-77.9% | $4,528-76.2% |
| Admin fee / account holder | $2,633 | $633+316.1% | $6,730-60.9% | $348+657.1% |