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 | $55,932-35.5% | $76,735-53.0% | $67,986-46.9% |
| Participation rate | 67.4% | 50.8%+16.6pp | 69.5%-2.1pp | 57.2%+10.2pp |
| Annual return | 16.21% | 23.10%-6.9pp | 29.77%-13.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $391 | $1,487-73.7% | $2,454-84.1% | $2,019-80.6% |
| Participant deferral / active EE | $1,568 | $2,558-38.7% | $4,088-61.6% | $3,358-53.3% |
| Admin fee / account holder | $2,287 | $4,907-53.4% | $7,189-68.2% | $3,203-28.6% |