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 | $19,977 | $55,472-64.0% | $155,567-87.2% | $74,546-73.2% |
| Participation rate | 36.4% | 61.9%-25.5pp | 78.2%-41.8pp | 67.2%-30.8pp |
| Annual return | 15.67% | 268.72%-253.1pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $965 | $2,269-57.5% | $4,674-79.4% | $2,624-63.2% |
| Participant deferral / active EE | $1,853 | $2,838-34.7% | $5,628-67.1% | $4,347-57.4% |
| Admin fee / account holder | $1,691 | $1,743-3.0% | $15,916-89.4% | $1,944-13.0% |