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 9-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 | $21,878 | $58,926-62.9% | $97,226-77.5% | $74,495-70.6% |
| Participation rate | 58.4% | 63.5%-5.1pp | 72.7%-14.2pp | 67.2%-8.8pp |
| Annual return | 22.83% | 16.04%+6.8pp | 75.13%-52.3pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $1,636 | $1,894-13.6% | $2,729-40.1% | $2,623-37.6% |
| Participant deferral / active EE | $2,783 | $3,664-24.0% | $4,264-34.7% | $4,346-36.0% |
| Admin fee / account holder | $4,340 | $1,974+119.9% | $5,654-23.2% | $1,942+123.5% |