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 8-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 | $28,378 | $58,923-51.8% | $97,167-70.8% | $74,546-61.9% |
| Participation rate | 55.2% | 63.6%-8.3pp | 72.7%-17.4pp | 67.2%-12.0pp |
| Annual return | 17.23% | 16.04%+1.2pp | 75.27%-58.0pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $625 | $1,894-67.0% | $2,729-77.1% | $2,624-76.2% |
| Participant deferral / active EE | $2,305 | $3,664-37.1% | $4,264-45.9% | $4,347-47.0% |
| Admin fee / account holder | $1,446 | $1,974-26.7% | $5,650-74.4% | $1,944-25.6% |