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 | $15,295 | $65,061-76.5% | $143,757-89.4% | $66,914-77.1% |
| Participation rate | 50.6% | 65.2%-14.5pp | 80.3%-29.7pp | 69.8%-19.2pp |
| Annual return | -5.11% | -11.14%+6.0pp | -0.04%-5.1pp | 1.58%-6.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,028 | $2,919-30.5% | $5,637-64.0% | $4,237-52.1% |
| Admin fee / account holder | $1,651 | $502+228.9% | $14,673-88.7% | $593+178.3% |