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 | $16,748 | $84,556-80.2% | $116,228-85.6% | $74,304-77.5% |
| Participation rate | 59.8% | 66.0%-6.2pp | 74.6%-14.7pp | 60.3%-0.5pp |
| Annual return | 30.93% | 18.35%+12.6pp | 90.06%-59.1pp | 29.43%+1.5pp |
| Employer contribution / active EE | $2,527 | $2,168+16.6% | $2,994-15.6% | $2,241+12.7% |
| Participant deferral / active EE | $3,005 | $3,814-21.2% | $4,953-39.3% | $3,767-20.2% |
| Admin fee / account holder | $5,147 | $3,792+35.7% | $11,989-57.1% | $2,969+73.4% |