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 | $55,376 | $89,652-38.2% | $141,162-60.8% | $65,185-15.0% |
| Participation rate | 47.0% | 74.7%-27.7pp | 82.5%-35.5pp | 70.2%-23.2pp |
| Annual return | 86.98% | 32.79%+54.2pp | 71.39%+15.6pp | 29.38%+57.6pp |
| Employer contribution / active EE | $160 | $3,065-94.8% | $4,735-96.6% | $2,177-92.6% |
| Participant deferral / active EE | $4,261 | $5,691-25.1% | $6,709-36.5% | $3,514+21.3% |
| Admin fee / account holder | $2,905 | $569+411.0% | $10,261-71.7% | $847+243.0% |