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 | $80,705-79.2% | $115,768-85.5% | $67,986-75.4% |
| Participation rate | 59.8% | 63.0%-3.2pp | 74.4%-14.6pp | 57.2%+2.6pp |
| Annual return | 30.93% | 18.49%+12.4pp | 100.46%-69.5pp | 31.67%-0.7pp |
| Employer contribution / active EE | $2,527 | $2,046+23.5% | $2,940-14.0% | $2,019+25.2% |
| Participant deferral / active EE | $3,005 | $3,559-15.6% | $4,917-38.9% | $3,358-10.5% |
| Admin fee / account holder | $5,147 | $4,135+24.5% | $12,439-58.6% | $3,203+60.7% |