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 | $96,484-75.9% | $156,263-85.1% | $74,304-68.7% |
| Participation rate | 50.5% | 67.7%-17.1pp | 78.9%-28.4pp | 60.3%-9.8pp |
| Annual return | 12.02% | 17.73%-5.7pp | 59.47%-47.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $941 | $2,528-62.8% | $4,333-78.3% | $2,241-58.0% |
| Participant deferral / active EE | $2,196 | $4,286-48.8% | $6,158-64.3% | $3,767-41.7% |
| Admin fee / account holder | $1,480 | $3,728-60.3% | $14,255-89.6% | $2,969-50.2% |