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.
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 | $49,005 | $76,050-35.6% | $96,544-49.2% | $71,457-31.4% |
| Participation rate | 45.5% | 74.4%-28.9pp | 76.0%-30.4pp | 67.9%-22.4pp |
| Annual return | 17.27% | 22.81%-5.5pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,617 | $4,215-61.6% | $4,851-66.7% | $4,289-62.3% |
| Admin fee / account holder | $1,336 | $2,707-50.6% | $8,252-83.8% | $1,587-15.8% |