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 5-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 | $9,872 | $80,724-87.8% | $103,333-90.4% | $74,495-86.7% |
| Participation rate | 45.1% | 65.7%-20.6pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 15.29% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,398 | $3,157-55.7% | $3,868-63.9% | $2,623-46.7% |
| Participant deferral / active EE | $2,237 | $3,860-42.1% | $5,057-55.8% | $4,346-48.5% |
| Admin fee / account holder | $1,189 | $2,368-49.8% | $8,355-85.8% | $1,942-38.8% |