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 | $55,564 | $55,415+0.3% | $155,509-64.3% | $74,495-25.4% |
| Participation rate | 66.1% | 61.9%+4.2pp | 78.2%-12.1pp | 67.2%-1.1pp |
| Annual return | 20.47% | 268.50%-248.0pp | 64.67%-44.2pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $1,557 | $2,267-31.3% | $4,672-66.7% | $2,623-40.7% |
| Participant deferral / active EE | $3,334 | $2,836+17.6% | $5,626-40.7% | $4,346-23.3% |
| Admin fee / account holder | $603 | $1,738-65.3% | $15,912-96.2% | $1,942-68.9% |