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 | $20,444 | $46,464-56.0% | $150,298-86.4% | $79,634-74.3% |
| Participation rate | 47.9% | 57.0%-9.1pp | 77.8%-29.9pp | 62.5%-14.6pp |
| Annual return | 78.46% | 27.89%+50.6pp | 62.79%+15.7pp | 36.46%+42.0pp |
| Employer contribution / active EE | $1,414 | $1,512-6.5% | $4,154-66.0% | $2,529-44.1% |
| Participant deferral / active EE | $2,751 | $2,157+27.6% | $5,453-49.5% | $3,835-28.3% |
| Admin fee / account holder | $702 | $891-21.2% | $14,116-95.0% | $1,002-29.9% |