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 9-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 | $24,550 | $49,451-50.4% | $79,550-69.1% | $66,914-63.3% |
| Participation rate | 58.8% | 61.3%-2.5pp | 69.5%-10.7pp | 69.8%-11.0pp |
| Annual return | 35.71% | 84.25%-48.5pp | 0.16%+35.5pp | 1.58%+34.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,032 | $3,159-4.0% | $3,985-23.9% | $4,237-28.4% |
| Admin fee / account holder | $960 | $595+61.4% | $6,832-86.0% | $593+61.8% |