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 | $49,110 | $65,376-24.9% | $87,100-43.6% | $65,185-24.7% |
| Participation rate | 61.5% | 75.3%-13.8pp | 76.9%-15.4pp | 70.2%-8.7pp |
| Annual return | 557.61% | 31.27%+526.3pp | 28.19%+529.4pp | 29.38%+528.2pp |
| Employer contribution / active EE | $289 | $1,822-84.1% | $2,521-88.5% | $2,177-86.7% |
| Participant deferral / active EE | $1,783 | $3,388-47.4% | $4,049-56.0% | $3,514-49.2% |
| Admin fee / account holder | $2,666 | $520+413.0% | $7,497-64.4% | $847+214.7% |