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 | $16,823 | $58,264-71.1% | $86,612-80.6% | $71,457-76.5% |
| Participation rate | 48.1% | 65.0%-16.9pp | 71.7%-23.6pp | 67.9%-19.9pp |
| Annual return | 14.96% | 21.63%-6.7pp | 591.07%-576.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,604 | $3,436-24.2% | $4,438-41.3% | $4,289-39.3% |
| Admin fee / account holder | $2,168 | $1,057+105.1% | $5,614-61.4% | $1,587+36.6% |