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 | $37,742 | $69,477-45.7% | $94,646-60.1% | $71,457-47.2% |
| Participation rate | 60.7% | 78.4%-17.7pp | 80.8%-20.1pp | 67.9%-7.2pp |
| Annual return | 28.06% | 29.66%-1.6pp | 156.71%-128.6pp | 28.85%-0.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,897 | $7,345+21.1% | $7,418+19.9% | $4,289+107.4% |
| Admin fee / account holder | $3,970 | $1,210+228.2% | $7,231-45.1% | $1,587+150.1% |