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 | $21,442 | $61,272-65.0% | $149,673-85.7% | $71,457-70.0% |
| Participation rate | 61.0% | 62.5%-1.5pp | 78.8%-17.8pp | 67.9%-6.9pp |
| Annual return | 27.49% | 35.85%-8.4pp | 134.42%-106.9pp | 28.85%-1.4pp |
| Employer contribution / active EE | $775 | $2,378-67.4% | $4,818-83.9% | $2,588-70.1% |
| Participant deferral / active EE | $1,369 | $2,917-53.1% | $5,680-75.9% | $4,289-68.1% |
| Admin fee / account holder | $724 | $1,261-42.6% | $13,210-94.5% | $1,587-54.4% |