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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,062 | $52,953-71.6% | $172,739-91.3% | $65,185-76.9% |
| Participation rate | 69.7% | 66.2%+3.5pp | 82.6%-12.9pp | 70.2%-0.5pp |
| Annual return | 12.90% | 30.12%-17.2pp | 802.84%-789.9pp | 29.38%-16.5pp |
| Employer contribution / active EE | $1,184 | $2,190-45.9% | $5,143-77.0% | $2,177-45.6% |
| Participant deferral / active EE | $1,799 | $2,471-27.2% | $5,198-65.4% | $3,514-48.8% |
| Admin fee / account holder | $1,652 | $472+250.1% | $13,954-88.2% | $847+95.0% |