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.
Participant 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 | $27,341 | $54,701-50.0% | $86,188-68.3% | $71,457-61.7% |
| Participation rate | 54.4% | 60.1%-5.7pp | 69.0%-14.5pp | 67.9%-13.5pp |
| Annual return | 17.30% | 20.06%-2.8pp | 1168.45%-1151.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $306 | $1,265-75.8% | $2,380-87.1% | $2,588-88.2% |
| Participant deferral / active EE | $981 | $3,108-68.4% | $3,985-75.4% | $4,289-77.1% |
| Admin fee / account holder | $1,302 | $1,922-32.2% | $6,852-81.0% | $1,587-18.0% |