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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,752 | $65,908-24.5% | $81,812-39.2% | $77,643-35.9% |
| Participation rate | 19.8% | 65.8%-46.0pp | 72.3%-52.6pp | 70.6%-50.8pp |
| Annual return | 10.31% | 26.64%-16.3pp | 773.79%-763.5pp | 31.24%-20.9pp |
| Employer contribution / active EE | $172 | $2,370-92.7% | $2,912-94.1% | $2,726-93.7% |
| Participant deferral / active EE | $1,198 | $3,505-65.8% | $4,319-72.3% | $4,647-74.2% |
| Admin fee / account holder | $1,882 | $526+257.5% | $7,386-74.5% | $430+337.2% |