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 6-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 | $33,106 | $44,960-26.4% | $84,966-61.0% | $74,495-55.6% |
| Participation rate | 68.4% | 49.4%+19.0pp | 67.5%+0.9pp | 67.2%+1.2pp |
| Annual return | 18.63% | 26.24%-7.6pp | 66.38%-47.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $1,903 | $1,457+30.6% | $2,727-30.2% | $2,623-27.5% |
| Participant deferral / active EE | $2,976 | $2,731+9.0% | $4,519-34.1% | $4,346-31.5% |
| Admin fee / account holder | $5,478 | $2,209+148.0% | $6,149-10.9% | $1,942+182.1% |