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.)
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 | $7,007 | $72,277-90.3% | $101,248-93.1% | $79,858-91.2% |
| Participation rate | 28.9% | 68.5%-39.5pp | 75.8%-46.9pp | 69.6%-40.7pp |
| Annual return | 22.27% | 22.30%0pp | 46.47%-24.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,374 | $2,692-49.0% | $3,660-62.5% | $2,471-44.4% |
| Participant deferral / active EE | $2,600 | $3,282-20.8% | $4,370-40.5% | $3,740-30.5% |
| Admin fee / account holder | $884 | $4,400-79.9% | $5,945-85.1% | $5,306-83.3% |