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 | $56,565 | $49,915+13.3% | $154,803-63.5% | $74,304-23.9% |
| Participation rate | 49.2% | 54.0%-4.8pp | 78.1%-28.9pp | 60.3%-11.2pp |
| Annual return | 18.84% | 34.06%-15.2pp | 58.88%-40.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,798 | $1,611+11.6% | $4,305-58.2% | $2,241-19.8% |
| Participant deferral / active EE | $3,558 | $2,255+57.8% | $5,540-35.8% | $3,767-5.5% |
| Admin fee / account holder | $2,237 | $2,189+2.2% | $14,329-84.4% | $2,969-24.6% |