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 | $45,343+24.7% | $150,298-62.4% | $67,986-16.8% |
| Participation rate | 49.2% | 51.9%-2.7pp | 77.8%-28.6pp | 57.2%-8.0pp |
| Annual return | 18.84% | 33.28%-14.4pp | 62.79%-43.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $1,798 | $1,462+23.0% | $4,154-56.7% | $2,019-10.9% |
| Participant deferral / active EE | $3,558 | $2,055+73.2% | $5,453-34.7% | $3,358+6.0% |
| Admin fee / account holder | $2,237 | $2,250-0.6% | $14,116-84.2% | $3,203-30.2% |