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 8-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 | $38,357 | $80,724-52.5% | $103,333-62.9% | $74,495-48.5% |
| Participation rate | 51.5% | 65.7%-14.2pp | 74.5%-23.0pp | 67.2%-15.7pp |
| Annual return | 12.56% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $918 | $3,157-70.9% | $3,868-76.3% | $2,623-65.0% |
| Participant deferral / active EE | $2,581 | $3,860-33.2% | $5,057-49.0% | $4,346-40.6% |
| Admin fee / account holder | $927 | $2,368-60.8% | $8,355-88.9% | $1,942-52.2% |