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 | $39,289 | $49,915-21.3% | $154,803-74.6% | $74,304-47.1% |
| Participation rate | 63.0% | 54.0%+9.1pp | 78.1%-15.0pp | 60.3%+2.7pp |
| Annual return | 16.97% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,555 | $1,611-3.5% | $4,305-63.9% | $2,241-30.6% |
| Participant deferral / active EE | $2,574 | $2,255+14.1% | $5,540-53.5% | $3,767-31.7% |
| Admin fee / account holder | $2,123 | $2,189-3.0% | $14,329-85.2% | $2,969-28.5% |