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 | $55,377 | $77,314-28.4% | $177,989-68.9% | $80,856-31.5% |
| Participation rate | 64.9% | 65.7%-0.8pp | 77.1%-12.2pp | 67.6%-2.7pp |
| Annual return | 39.20% | 18.09%+21.1pp | 294.48%-255.3pp | 35.59%+3.6pp |
| Employer contribution / active EE | $3,117 | $2,292+36.0% | $3,949-21.1% | $2,755+13.1% |
| Participant deferral / active EE | $3,948 | $4,411-10.5% | $6,276-37.1% | $4,296-8.1% |
| Admin fee / account holder | $1,652 | $7,191-77.0% | $10,363-84.1% | $6,918-76.1% |