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 | $5,078 | $49,915-89.8% | $154,803-96.7% | $74,304-93.2% |
| Participation rate | 66.4% | 54.0%+12.5pp | 78.1%-11.7pp | 60.3%+6.1pp |
| Annual return | 36.45% | 34.06%+2.4pp | 58.88%-22.4pp | 29.43%+7.0pp |
| Employer contribution / active EE | $580 | $1,611-64.0% | $4,305-86.5% | $2,241-74.1% |
| Participant deferral / active EE | $1,368 | $2,255-39.3% | $5,540-75.3% | $3,767-63.7% |
| Admin fee / account holder | $484 | $2,189-77.9% | $14,329-96.6% | $2,969-83.7% |