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 | $31,602 | $43,133-26.7% | $89,391-64.6% | $73,488-57.0% |
| Participation rate | 62.9% | 55.0%+7.9pp | 68.0%-5.1pp | 70.7%-7.8pp |
| Annual return | 23.46% | 135.66%-112.2pp | 245.62%-222.2pp | 28.51%-5.0pp |
| Employer contribution / active EE | $2,148 | $1,438+49.4% | $2,586-16.9% | $2,270-5.4% |
| Participant deferral / active EE | $1,587 | $2,445-35.1% | $3,890-59.2% | $3,740-57.6% |
| Admin fee / account holder | $3,881 | $444+774.6% | $4,881-20.5% | $513+656.4% |