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 | $55,441-23.7% | $76,002-44.4% | $77,671-45.6% |
| Participation rate | 22.0% | 63.6%-41.7pp | 69.1%-47.1pp | 70.6%-48.6pp |
| Annual return | 52.09% | 17.08%+35.0pp | 360.07%-308.0pp | 31.21%+20.9pp |
| Employer contribution / active EE | $425 | $1,789-76.3% | $2,688-84.2% | $2,726-84.4% |
| Participant deferral / active EE | $1,281 | $3,451-62.9% | $4,257-69.9% | $4,648-72.4% |
| Admin fee / account holder | $2,085 | $407+412.5% | $6,414-67.5% | $430+384.4% |