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 | $60,480 | $80,724-25.1% | $103,333-41.5% | $74,495-18.8% |
| Participation rate | 34.3% | 65.7%-31.4pp | 74.5%-40.2pp | 67.2%-32.9pp |
| Annual return | 18.11% | 27.56%-9.4pp | 24.88%-6.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,488 | $3,157-52.9% | $3,868-61.5% | $2,623-43.3% |
| Participant deferral / active EE | $3,106 | $3,860-19.6% | $5,057-38.6% | $4,346-28.5% |
| Admin fee / account holder | $2,814 | $2,368+18.8% | $8,355-66.3% | $1,942+44.9% |