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 | $3,361 | $59,097-94.3% | $82,389-95.9% | $74,304-95.5% |
| Participation rate | 59.7% | 52.8%+6.9pp | 69.5%-9.8pp | 60.3%-0.6pp |
| Annual return | 30.72% | 22.85%+7.9pp | 28.67%+2.1pp | 29.43%+1.3pp |
| Employer contribution / active EE | $668 | $1,601-58.3% | $2,517-73.5% | $2,241-70.2% |
| Participant deferral / active EE | $1,372 | $2,775-50.6% | $4,155-67.0% | $3,767-63.6% |
| Admin fee / account holder | $659 | $4,489-85.3% | $7,231-90.9% | $2,969-77.8% |