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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,791 | $89,739-43.4% | $149,718-66.1% | $62,292-18.5% |
| Participation rate | 62.0% | 85.1%-23.1pp | 87.1%-25.1pp | 69.5%-7.5pp |
| Annual return | 187.74% | 21.01%+166.7pp | 1501.63%-1313.9pp | 28.90%+158.8pp |
| Employer contribution / active EE | $1,323 | $3,233-59.1% | $5,445-75.7% | $2,042-35.2% |
| Participant deferral / active EE | $2,141 | $4,797-55.4% | $6,569-67.4% | $3,169-32.4% |
| Admin fee / account holder | $5,516 | $551+900.6% | $11,283-51.1% | $479+1050.7% |