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 7-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 | $28,555 | $50,815-43.8% | $155,509-81.6% | $77,643-63.2% |
| Participation rate | 39.7% | 63.1%-23.4pp | 78.2%-38.5pp | 70.6%-30.9pp |
| Annual return | 15.79% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,494 | $1,993-25.0% | $4,672-68.0% | $2,726-45.2% |
| Participant deferral / active EE | $2,339 | $2,822-17.1% | $5,626-58.4% | $4,647-49.7% |
| Admin fee / account holder | $876 | $437+100.7% | $15,912-94.5% | $430+103.6% |