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 | $50,982-59.9% | $154,803-86.8% | $85,563-76.1% |
| Participation rate | 47.9% | 59.8%-11.9pp | 78.1%-30.2pp | 66.0%-18.1pp |
| Annual return | 78.46% | 30.35%+48.1pp | 58.88%+19.6pp | 31.51%+46.9pp |
| Employer contribution / active EE | $1,414 | $1,708-17.2% | $4,305-67.2% | $2,654-46.7% |
| Participant deferral / active EE | $2,751 | $2,474+11.2% | $5,540-50.3% | $4,375-37.1% |
| Admin fee / account holder | $702 | $846-17.0% | $14,329-95.1% | $834-15.9% |