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 8-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 | $54,718 | $100,923-45.8% | $150,045-63.5% | $74,304-26.4% |
| Participation rate | 42.6% | 70.1%-27.5pp | 82.3%-39.7pp | 60.3%-17.8pp |
| Annual return | 16.54% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,026 | $3,463-41.5% | $4,693-56.8% | $2,241-9.6% |
| Participant deferral / active EE | $4,438 | $6,709-33.9% | $7,997-44.5% | $3,767+17.8% |
| Admin fee / account holder | $4,386 | $2,767+58.5% | $13,435-67.4% | $2,969+47.7% |