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 10-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.)
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 | $48,646 | $91,407-46.8% | $135,903-64.2% | $71,457-31.9% |
| Participation rate | 67.4% | 75.7%-8.2pp | 81.9%-14.5pp | 67.9%-0.5pp |
| Annual return | 19.05% | 29.90%-10.8pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $41 | $3,703-98.9% | $4,856-99.2% | $2,588-98.4% |
| Participant deferral / active EE | $5,078 | $7,092-28.4% | $7,758-34.5% | $4,289+18.4% |
| Admin fee / account holder | $698 | $1,266-44.9% | $10,762-93.5% | $1,587-56.0% |