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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,889 | $61,272-70.8% | $149,673-88.0% | $71,457-75.0% |
| Participation rate | 45.5% | 62.5%-17.0pp | 78.8%-33.3pp | 67.9%-22.4pp |
| Annual return | 19.36% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $274 | $2,378-88.5% | $4,818-94.3% | $2,588-89.4% |
| Participant deferral / active EE | $1,949 | $2,917-33.2% | $5,680-65.7% | $4,289-54.6% |
| Admin fee / account holder | $1,404 | $1,261+11.3% | $13,210-89.4% | $1,587-11.5% |