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 | $23,130 | $51,045-54.7% | $70,515-67.2% | $71,457-67.6% |
| Participation rate | 54.3% | 59.4%-5.1pp | 68.3%-14.1pp | 67.9%-13.6pp |
| Annual return | 29.41% | 42.63%-13.2pp | 32.77%-3.4pp | 28.85%+0.6pp |
| Employer contribution / active EE | $2,144 | $1,790+19.7% | $2,973-27.9% | $2,588-17.2% |
| Participant deferral / active EE | $3,564 | $3,026+17.7% | $4,567-22.0% | $4,289-16.9% |
| Admin fee / account holder | $2,532 | $1,994+27.0% | $6,412-60.5% | $1,587+59.5% |