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 | $34,389 | $50,982-32.5% | $154,803-77.8% | $85,563-59.8% |
| Participation rate | 24.9% | 59.8%-34.8pp | 78.1%-53.1pp | 66.0%-41.0pp |
| Annual return | 17.40% | 30.35%-13.0pp | 58.88%-41.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $532 | $1,708-68.8% | $4,305-87.6% | $2,654-79.9% |
| Participant deferral / active EE | $1,141 | $2,474-53.9% | $5,540-79.4% | $4,375-73.9% |
| Admin fee / account holder | $3,410 | $846+303.1% | $14,329-76.2% | $834+308.7% |