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 | $29,999 | $27,839+7.8% | $58,482-48.7% | $71,457-58.0% |
| Participation rate | 43.2% | 34.5%+8.6pp | 50.9%-7.7pp | 67.9%-24.8pp |
| Annual return | 15.25% | 26.81%-11.6pp | 4239.32%-4224.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $635 | $631+0.7% | $1,053-39.7% | $2,588-75.5% |
| Participant deferral / active EE | $2,322 | $1,206+92.5% | $1,924+20.7% | $4,289-45.9% |
| Admin fee / account holder | $7,470 | $1,641+355.3% | $2,516+196.9% | $1,587+370.6% |