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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,074 | $50,982-62.6% | $154,803-87.7% | $85,563-77.7% |
| Participation rate | 24.8% | 59.8%-35.0pp | 78.1%-53.3pp | 66.0%-41.2pp |
| Annual return | 11.68% | 30.35%-18.7pp | 58.88%-47.2pp | 31.51%-19.8pp |
| Employer contribution / active EE | $505 | $1,708-70.5% | $4,305-88.3% | $2,654-81.0% |
| Participant deferral / active EE | $912 | $2,474-63.1% | $5,540-83.5% | $4,375-79.2% |
| Admin fee / account holder | $4,290 | $846+407.1% | $14,329-70.1% | $834+414.2% |