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 | $40,161 | $60,165-33.2% | $74,183-45.9% | $55,167-27.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 76.6%-10.0pp | 69.0%-2.3pp |
| Annual return | 12.33% | 10.00%+2.3pp | 17.74%-5.4pp | 169.23%-156.9pp |
| Employer contribution / active EE | $2,033 | $1,600+27.1% | $2,370-14.2% | $1,963+3.6% |
| Participant deferral / active EE | $3,968 | $2,973+33.5% | $3,550+11.8% | $3,054+29.9% |
| Admin fee / account holder | $915 | $419+118.3% | $5,586-83.6% | $504+81.6% |