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 9-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 | $52,031 | $100,923-48.4% | $150,045-65.3% | $74,304-30.0% |
| Participation rate | 67.1% | 70.1%-3.0pp | 82.3%-15.2pp | 60.3%+6.7pp |
| Annual return | 41.53% | 51.77%-10.2pp | 62.55%-21.0pp | 29.43%+12.1pp |
| Employer contribution / active EE | $2,571 | $3,463-25.8% | $4,693-45.2% | $2,241+14.7% |
| Participant deferral / active EE | $7,935 | $6,709+18.3% | $7,997-0.8% | $3,767+110.6% |
| Admin fee / account holder | $3,486 | $2,767+26.0% | $13,435-74.1% | $2,969+17.4% |