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 10-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 | $36,080 | $59,097-38.9% | $82,389-56.2% | $74,304-51.4% |
| Participation rate | 67.4% | 52.8%+14.7pp | 69.5%-2.1pp | 60.3%+7.1pp |
| Annual return | 16.21% | 22.85%-6.6pp | 28.67%-12.5pp | 29.43%-13.2pp |
| Employer contribution / active EE | $391 | $1,601-75.6% | $2,517-84.5% | $2,241-82.6% |
| Participant deferral / active EE | $1,568 | $2,775-43.5% | $4,155-62.3% | $3,767-58.4% |
| Admin fee / account holder | $2,287 | $4,489-49.1% | $7,231-68.4% | $2,969-23.0% |