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 | $46,546 | $58,926-21.0% | $97,226-52.1% | $74,495-37.5% |
| Participation rate | 38.6% | 63.5%-24.9pp | 72.7%-34.1pp | 67.2%-28.6pp |
| Annual return | 13.01% | 16.04%-3.0pp | 75.13%-62.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $890 | $1,894-53.0% | $2,729-67.4% | $2,623-66.1% |
| Participant deferral / active EE | $1,632 | $3,664-55.5% | $4,264-61.7% | $4,346-62.4% |
| Admin fee / account holder | $1,146 | $1,974-41.9% | $5,654-79.7% | $1,942-41.0% |