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 3-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 | $39,281 | $91,407-57.0% | $135,903-71.1% | $71,457-45.0% |
| Participation rate | 66.9% | 75.7%-8.7pp | 81.9%-15.0pp | 67.9%-1.0pp |
| Annual return | 33.56% | 29.90%+3.7pp | 68.23%-34.7pp | 28.85%+4.7pp |
| Employer contribution / active EE | $5,715 | $3,703+54.3% | $4,856+17.7% | $2,588+120.9% |
| Participant deferral / active EE | $3,511 | $7,092-50.5% | $7,758-54.7% | $4,289-18.1% |
| Admin fee / account holder | $1,466 | $1,266+15.8% | $10,762-86.4% | $1,587-7.6% |