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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,941 | $86,944-52.9% | $107,525-61.9% | $74,304-44.9% |
| Participation rate | 60.8% | 59.6%+1.3pp | 75.1%-14.2pp | 60.3%+0.5pp |
| Annual return | 16.71% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,643 | $2,757-40.4% | $3,754-56.2% | $2,241-26.7% |
| Participant deferral / active EE | $1,344 | $3,554-62.2% | $5,116-73.7% | $3,767-64.3% |
| Admin fee / account holder | $4,047 | $3,727+8.6% | $8,919-54.6% | $2,969+36.3% |