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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,650 | $82,978-45.0% | $129,995-64.9% | $71,457-36.1% |
| Participation rate | 54.6% | 74.1%-19.5pp | 78.5%-23.9pp | 67.9%-13.3pp |
| Annual return | 15.68% | 20.60%-4.9pp | -137.18%+152.9pp | 28.85%-13.2pp |
| Employer contribution / active EE | $460 | $2,622-82.5% | $4,320-89.4% | $2,588-82.2% |
| Participant deferral / active EE | $3,451 | $4,432-22.1% | $5,820-40.7% | $4,289-19.5% |
| Admin fee / account holder | $2,243 | $1,729+29.7% | $10,614-78.9% | $1,587+41.3% |