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.
Employer 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 | $43,912 | $58,879-25.4% | $178,490-75.4% | $73,488-40.2% |
| Participation rate | 58.5% | 66.2%-7.8pp | 81.9%-23.5pp | 70.7%-12.2pp |
| Annual return | 302.38% | 24.86%+277.5pp | 151.07%+151.3pp | 28.51%+273.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,413 | $2,567-45.0% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $1,883 | $400+370.5% | $13,984-86.5% | $513+267.1% |