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 6-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 | $14,550 | $40,385-64.0% | $80,569-81.9% | $74,419-80.4% |
| Participation rate | 64.2% | 47.4%+16.7pp | 67.0%-2.8pp | 70.7%-6.6pp |
| Annual return | 18.65% | 164.85%-146.2pp | 935.43%-916.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,752 | $1,496+150.8% | $2,723+37.8% | $2,637+42.3% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1,163 | $720+61.5% | $5,377-78.4% | $348+234.2% |