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 3-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 | $5,128 | $29,548-82.6% | $56,411-90.9% | $77,643-93.4% |
| Participation rate | 33.1% | 32.7%+0.4pp | 52.5%-19.3pp | 70.6%-37.4pp |
| Annual return | 13.13% | 19.01%-5.9pp | 1701.33%-1688.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $143 | $568-74.8% | $1,039-86.2% | $2,726-94.8% |
| Participant deferral / active EE | $683 | $1,061-35.6% | $1,952-65.0% | $4,647-85.3% |
| Admin fee / account holder | $550 | $1,046-47.5% | $2,829-80.6% | $430+27.7% |