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 4-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 | $47,851 | $51,092-6.3% | $76,735-37.6% | $79,634-39.9% |
| Participation rate | 56.9% | 50.2%+6.6pp | 69.5%-12.6pp | 62.5%-5.6pp |
| Annual return | 192.50% | 18.04%+174.5pp | 29.77%+162.7pp | 36.46%+156.0pp |
| Employer contribution / active EE | $1,421 | $1,519-6.4% | $2,454-42.1% | $2,529-43.8% |
| Participant deferral / active EE | $4,057 | $2,529+60.4% | $4,088-0.7% | $3,835+5.8% |
| Admin fee / account holder | $2,552 | $1,865+36.8% | $7,189-64.5% | $1,002+154.7% |