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 8-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 | $54,876 | $80,724-32.0% | $103,333-46.9% | $74,495-26.3% |
| Participation rate | 40.6% | 65.7%-25.1pp | 74.5%-33.9pp | 67.2%-26.6pp |
| Annual return | 29.36% | 27.56%+1.8pp | 24.88%+4.5pp | 1364.94%-1335.6pp |
| Employer contribution / active EE | $1,687 | $3,157-46.6% | $3,868-56.4% | $2,623-35.7% |
| Participant deferral / active EE | $3,173 | $3,860-17.8% | $5,057-37.3% | $4,346-27.0% |
| Admin fee / account holder | $5,543 | $2,368+134.1% | $8,355-33.7% | $1,942+185.5% |