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 | $13,656 | $30,588-55.4% | $53,898-74.7% | $85,563-84.0% |
| Participation rate | 16.8% | 26.3%-9.5pp | 55.0%-38.1pp | 66.0%-49.1pp |
| Annual return | 19.71% | 50.42%-30.7pp | 528.60%-508.9pp | 31.51%-11.8pp |
| Employer contribution / active EE | $152 | $436-65.1% | $932-83.7% | $2,654-94.3% |
| Participant deferral / active EE | $497 | $848-41.4% | $1,826-72.8% | $4,375-88.6% |
| Admin fee / account holder | $930 | $1,879-50.5% | $2,491-62.7% | $834+11.5% |