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 | $43,000 | $85,202-49.5% | $172,739-75.1% | $72,985-41.1% |
| Participation rate | 65.2% | 70.1%-4.8pp | 82.6%-17.4pp | 69.5%-4.3pp |
| Annual return | 19.47% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,497 | $3,324-55.0% | $5,143-70.9% | $2,440-38.7% |
| Participant deferral / active EE | $5,993 | $3,260+83.8% | $5,198+15.3% | $3,607+66.1% |
| Admin fee / account holder | $2,693 | $5,884-54.2% | $13,954-80.7% | $5,124-47.4% |