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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,246 | $91,760-74.7% | $156,181-85.1% | $67,986-65.8% |
| Participation rate | 50.5% | 65.0%-14.5pp | 78.8%-28.3pp | 57.2%-6.7pp |
| Annual return | 12.02% | 18.14%-6.1pp | 64.87%-52.9pp | 31.67%-19.6pp |
| Employer contribution / active EE | $941 | $2,419-61.1% | $4,294-78.1% | $2,019-53.4% |
| Participant deferral / active EE | $2,196 | $3,960-44.6% | $6,132-64.2% | $3,358-34.6% |
| Admin fee / account holder | $1,480 | $3,949-62.5% | $14,586-89.9% | $3,203-53.8% |