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 | $21,484 | $62,928-65.9% | $172,739-87.6% | $67,579-68.2% |
| Participation rate | 43.8% | 64.5%-20.6pp | 82.6%-38.8pp | 71.3%-27.5pp |
| Annual return | 79.41% | 30.36%+49.1pp | 802.84%-723.4pp | 378.56%-299.1pp |
| Employer contribution / active EE | $426 | $1,636-74.0% | $5,143-91.7% | $2,148-80.2% |
| Participant deferral / active EE | $890 | $2,145-58.5% | $5,198-82.9% | $3,539-74.9% |
| Admin fee / account holder | $322 | $167+93.3% | $13,954-97.7% | $142+126.3% |