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 | $46,164 | $59,417-22.3% | $93,606-50.7% | $74,495-38.0% |
| Participation rate | 68.5% | 59.7%+8.9pp | 68.7%-0.2pp | 67.2%+1.3pp |
| Annual return | 30.07% | 81.83%-51.8pp | 133.20%-103.1pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $2,512 | $1,264+98.8% | $2,420+3.8% | $2,623-4.2% |
| Participant deferral / active EE | $5,297 | $3,050+73.7% | $4,411+20.1% | $4,346+21.9% |
| Admin fee / account holder | $3,124 | $3,021+3.4% | $8,285-62.3% | $1,942+60.9% |