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.
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 | $57,186 | $83,369-31.4% | $105,223-45.7% | $67,986-15.9% |
| Participation rate | 61.1% | 56.3%+4.8pp | 75.0%-14.0pp | 57.2%+3.9pp |
| Annual return | 64.14% | 24.64%+39.5pp | 180.65%-116.5pp | 31.67%+32.5pp |
| Employer contribution / active EE | $2,391 | $2,541-5.9% | $3,689-35.2% | $2,019+18.4% |
| Participant deferral / active EE | $5,084 | $3,295+54.3% | $5,072+0.2% | $3,358+51.4% |
| Admin fee / account holder | $10,597 | $4,073+160.2% | $8,859+19.6% | $3,203+230.8% |