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.
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 | $6,967 | $67,984-89.8% | $65,493-89.4% | $74,304-90.6% |
| Participation rate | 57.3% | 66.3%-9.1pp | 73.1%-15.8pp | 60.3%-3.1pp |
| Annual return | 24.62% | 19.87%+4.8pp | 982.45%-957.8pp | 29.43%-4.8pp |
| Employer contribution / active EE | $770 | $2,491-69.1% | $2,574-70.1% | $2,241-65.6% |
| Participant deferral / active EE | $1,610 | $3,346-51.9% | $3,961-59.4% | $3,767-57.3% |
| Admin fee / account holder | $492 | $1,373-64.2% | $5,028-90.2% | $2,969-83.4% |