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 | $86,944-34.2% | $107,525-46.8% | $74,304-23.0% |
| Participation rate | 61.1% | 59.6%+1.5pp | 75.1%-14.0pp | 60.3%+0.7pp |
| Annual return | 64.14% | 23.52%+40.6pp | 181.32%-117.2pp | 29.43%+34.7pp |
| Employer contribution / active EE | $2,391 | $2,757-13.3% | $3,754-36.3% | $2,241+6.7% |
| Participant deferral / active EE | $5,084 | $3,554+43.0% | $5,116-0.6% | $3,767+35.0% |
| Admin fee / account holder | $10,597 | $3,727+184.4% | $8,919+18.8% | $2,969+256.9% |