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 | $20,642 | $47,126-56.2% | $149,673-86.2% | $74,419-72.3% |
| Participation rate | 28.6% | 63.4%-34.8pp | 78.8%-50.2pp | 70.7%-42.1pp |
| Annual return | 69.31% | 22.75%+46.6pp | 134.42%-65.1pp | 34.38%+34.9pp |
| Employer contribution / active EE | $587 | $1,905-69.2% | $4,818-87.8% | $2,637-77.7% |
| Participant deferral / active EE | $1,181 | $2,728-56.7% | $5,680-79.2% | $4,528-73.9% |
| Admin fee / account holder | $1,382 | $343+303.2% | $13,210-89.5% | $348+297.2% |