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 | $71,273 | $56,317+26.6% | $71,209+0.1% | $74,304-4.1% |
| Participation rate | 69.8% | 55.1%+14.7pp | 73.8%-3.9pp | 60.3%+9.5pp |
| Annual return | 25.38% | 42.83%-17.5pp | 282.51%-257.1pp | 29.43%-4.1pp |
| Employer contribution / active EE | $3,542 | $2,160+64.0% | $2,721+30.2% | $2,241+58.1% |
| Participant deferral / active EE | $7,102 | $2,788+154.7% | $4,175+70.1% | $3,767+88.5% |
| Admin fee / account holder | $6,842 | $2,290+198.8% | $5,349+27.9% | $2,969+130.5% |