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 | $4,734 | $59,097-92.0% | $82,389-94.3% | $74,304-93.6% |
| Participation rate | 69.4% | 52.8%+16.7pp | 69.5%-0.1pp | 60.3%+9.1pp |
| Annual return | 22.24% | 22.85%-0.6pp | 28.67%-6.4pp | 29.43%-7.2pp |
| Employer contribution / active EE | $932 | $1,601-41.8% | $2,517-63.0% | $2,241-58.4% |
| Participant deferral / active EE | $1,237 | $2,775-55.4% | $4,155-70.2% | $3,767-67.2% |
| Admin fee / account holder | $936 | $4,489-79.2% | $7,231-87.1% | $2,969-68.5% |