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.
Employer 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 | $42,285 | $55,416-23.7% | $75,972-44.3% | $77,643-45.5% |
| Participation rate | 22.0% | 63.6%-41.6pp | 69.1%-47.1pp | 70.6%-48.6pp |
| Annual return | 52.09% | 17.07%+35.0pp | 359.55%-307.5pp | 31.24%+20.8pp |
| Employer contribution / active EE | $425 | $1,788-76.2% | $2,685-84.2% | $2,726-84.4% |
| Participant deferral / active EE | $1,281 | $3,447-62.8% | $4,255-69.9% | $4,647-72.4% |
| Admin fee / account holder | $2,085 | $414+403.8% | $6,467-67.8% | $430+384.4% |