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 9-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 | $43,302 | $71,457-39.4% | - | $71,457-39.4% |
| Participation rate | 65.2% | 67.9%-2.8pp | - | 67.9%-2.8pp |
| Annual return | 20.42% | 28.85%-8.4pp | - | 28.85%-8.4pp |
| Employer contribution / active EE | $2,607 | $2,588+0.7% | - | $2,588+0.7% |
| Participant deferral / active EE | $4,887 | $4,289+13.9% | - | $4,289+13.9% |
| Admin fee / account holder | $5,955 | $1,587+275.2% | - | $1,587+275.2% |