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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,464 | $101,317-55.1% | $146,958-69.1% | $74,495-39.0% |
| Participation rate | 56.6% | 75.5%-18.9pp | 82.2%-25.5pp | 67.2%-10.6pp |
| Annual return | 33.26% | 8730.91%-8697.7pp | 418.34%-385.1pp | 1364.94%-1331.7pp |
| Employer contribution / active EE | $38 | $3,810-99.0% | $4,933-99.2% | $2,623-98.5% |
| Participant deferral / active EE | $6,835 | $7,303-6.4% | $8,070-15.3% | $4,346+57.3% |
| Admin fee / account holder | $2,910 | $1,739+67.4% | $12,998-77.6% | $1,942+49.9% |