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 8-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 | $76,846 | $58,778+30.7% | $129,295-40.6% | $77,671-1.1% |
| Participation rate | 50.8% | 59.2%-8.5pp | 69.6%-18.8pp | 70.6%-19.8pp |
| Annual return | 580.54% | 24.73%+555.8pp | 9429.28%-8848.7pp | 31.21%+549.3pp |
| Employer contribution / active EE | $752 | $1,952-61.5% | $4,157-81.9% | $2,726-72.4% |
| Participant deferral / active EE | $1,707 | $3,212-46.9% | $4,169-59.0% | $4,648-63.3% |
| Admin fee / account holder | $9,667 | $589+1540.1% | $7,665+26.1% | $430+2146.2% |