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 | $64,985 | $100,923-35.6% | $150,045-56.7% | $74,304-12.5% |
| Participation rate | 43.3% | 70.1%-26.8pp | 82.3%-39.1pp | 60.3%-17.1pp |
| Annual return | 16.32% | 51.77%-35.4pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,868 | $3,463-46.1% | $4,693-60.2% | $2,241-16.6% |
| Participant deferral / active EE | $4,234 | $6,709-36.9% | $7,997-47.1% | $3,767+12.4% |
| Admin fee / account holder | $2,117 | $2,767-23.5% | $13,435-84.2% | $2,969-28.7% |