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 4-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 | $32,430 | $61,272-47.1% | $149,673-78.3% | $71,457-54.6% |
| Participation rate | 68.1% | 62.5%+5.6pp | 78.8%-10.7pp | 67.9%+0.2pp |
| Annual return | 21.61% | 35.85%-14.2pp | 134.42%-112.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,524 | $2,378-35.9% | $4,818-68.4% | $2,588-41.1% |
| Participant deferral / active EE | $4,690 | $2,917+60.8% | $5,680-17.4% | $4,289+9.4% |
| Admin fee / account holder | $854 | $1,261-32.3% | $13,210-93.5% | $1,587-46.2% |