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.
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 | $35,425 | $59,417-40.4% | $93,606-62.2% | $74,495-52.4% |
| Participation rate | 44.3% | 59.7%-15.3pp | 68.7%-24.4pp | 67.2%-22.9pp |
| Annual return | 11.42% | 81.83%-70.4pp | 133.20%-121.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,760 | $1,264+39.3% | $2,420-27.3% | $2,623-32.9% |
| Participant deferral / active EE | $1,942 | $3,050-36.3% | $4,411-56.0% | $4,346-55.3% |
| Admin fee / account holder | $1,587 | $3,021-47.5% | $8,285-80.8% | $1,942-18.3% |