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 | $34,667 | $44,960-22.9% | $84,966-59.2% | $74,495-53.5% |
| Participation rate | 62.6% | 49.4%+13.2pp | 67.5%-4.9pp | 67.2%-4.6pp |
| Annual return | 12.16% | 26.24%-14.1pp | 66.38%-54.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $860 | $1,457-41.0% | $2,727-68.5% | $2,623-67.2% |
| Participant deferral / active EE | $1,503 | $2,731-44.9% | $4,519-66.7% | $4,346-65.4% |
| Admin fee / account holder | $1,171 | $2,209-47.0% | $6,149-81.0% | $1,942-39.7% |