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 | $40,823 | $80,753-49.4% | $136,294-70.0% | $62,292-34.5% |
| Participation rate | 56.3% | 73.5%-17.2pp | 81.9%-25.6pp | 69.5%-13.2pp |
| Annual return | 26.46% | 35.83%-9.4pp | 5155.94%-5129.5pp | 28.90%-2.4pp |
| Employer contribution / active EE | $723 | $2,884-74.9% | $4,695-84.6% | $2,042-64.6% |
| Participant deferral / active EE | $2,903 | $5,164-43.8% | $6,247-53.5% | $3,169-8.4% |
| Admin fee / account holder | $680 | $525+29.4% | $9,243-92.6% | $479+41.9% |