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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,947 | $67,984+32.3% | $65,493+37.3% | $74,304+21.1% |
| Participation rate | 41.4% | 66.3%-25.0pp | 73.1%-31.7pp | 60.3%-19.0pp |
| Annual return | 10.37% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,736 | $2,491-30.3% | $2,574-32.6% | $2,241-22.6% |
| Participant deferral / active EE | $2,252 | $3,346-32.7% | $3,961-43.1% | $3,767-40.2% |
| Admin fee / account holder | $522 | $1,373-62.0% | $5,028-89.6% | $2,969-82.4% |