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 | $55,472+0.2% | $155,567-64.3% | $74,546-25.5% |
| Participation rate | 66.1% | 61.9%+4.2pp | 78.2%-12.1pp | 67.2%-1.1pp |
| Annual return | 20.47% | 268.72%-248.2pp | 64.74%-44.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $1,557 | $2,269-31.4% | $4,674-66.7% | $2,624-40.7% |
| Participant deferral / active EE | $3,334 | $2,838+17.5% | $5,628-40.8% | $4,347-23.3% |
| Admin fee / account holder | $603 | $1,743-65.4% | $15,916-96.2% | $1,944-69.0% |