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 | $39,330 | $101,317-61.2% | $146,958-73.2% | $74,495-47.2% |
| Participation rate | 62.8% | 75.5%-12.7pp | 82.2%-19.4pp | 67.2%-4.4pp |
| Annual return | 20.45% | 8730.91%-8710.5pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $2,406 | $3,810-36.9% | $4,933-51.2% | $2,623-8.3% |
| Participant deferral / active EE | $4,528 | $7,303-38.0% | $8,070-43.9% | $4,346+4.2% |
| Admin fee / account holder | $2,042 | $1,739+17.4% | $12,998-84.3% | $1,942+5.2% |