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 9-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 | $23,601 | $58,655-59.8% | $91,989-74.3% | $65,185-63.8% |
| Participation rate | 49.5% | 75.3%-25.7pp | 78.6%-29.1pp | 70.2%-20.7pp |
| Annual return | 58.44% | 33.92%+24.5pp | 69.02%-10.6pp | 29.38%+29.1pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,289 | $5,474-3.4% | $5,923-10.7% | $3,514+50.5% |
| Admin fee / account holder | $1,945 | $434+347.9% | $7,743-74.9% | $847+129.6% |