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 | $76,434 | $101,499-24.7% | $147,005-48.0% | $74,546+2.5% |
| Participation rate | 64.2% | 75.5%-11.3pp | 82.2%-17.9pp | 67.2%-3.0pp |
| Annual return | 17.24% | 8732.34%-8715.1pp | 418.76%-401.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $3,467 | $3,811-9.0% | $4,934-29.7% | $2,624+32.1% |
| Participant deferral / active EE | $7,146 | $7,304-2.2% | $8,070-11.5% | $4,347+64.4% |
| Admin fee / account holder | $5,480 | $1,748+213.5% | $13,006-57.9% | $1,944+182.0% |