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 | $41,354 | $80,724-48.8% | $103,333-60.0% | $74,495-44.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 74.5%-24.5pp | 67.2%-17.2pp |
| Annual return | 12.34% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,366 | $3,157-25.1% | $3,868-38.8% | $2,623-9.8% |
| Participant deferral / active EE | $3,317 | $3,860-14.1% | $5,057-34.4% | $4,346-23.7% |
| Admin fee / account holder | $1,878 | $2,368-20.7% | $8,355-77.5% | $1,942-3.3% |