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 | $50,747 | $104,475-51.4% | $159,436-68.2% | $79,386-36.1% |
| Participation rate | 66.9% | 76.6%-9.7pp | 82.8%-15.9pp | 70.7%-3.8pp |
| Annual return | 54.56% | 67.95%-13.4pp | 263.57%-209.0pp | 116.85%-62.3pp |
| Employer contribution / active EE | $2,189 | $3,417-35.9% | $4,829-54.7% | $2,427-9.8% |
| Participant deferral / active EE | $5,114 | $6,467-20.9% | $7,352-30.4% | $4,046+26.4% |
| Admin fee / account holder | $1,257 | $711+76.7% | $10,799-88.4% | $626+100.6% |