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 | $48,586 | $70,908-31.5% | $98,907-50.9% | $73,488-33.9% |
| Participation rate | 69.0% | 73.8%-4.8pp | 76.0%-7.0pp | 70.7%-1.7pp |
| Annual return | 24.97% | 34.17%-9.2pp | 196.43%-171.5pp | 28.51%-3.5pp |
| Employer contribution / active EE | $2,270 | $2,036+11.5% | $2,689-15.6% | $2,2700% |
| Participant deferral / active EE | $4,284 | $3,500+22.4% | $4,244+0.9% | $3,740+14.6% |
| Admin fee / account holder | $1,751 | $535+227.4% | $6,642-73.6% | $513+241.4% |