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 | $53,684 | $80,753-33.5% | $136,294-60.6% | $62,292-13.8% |
| Participation rate | 64.4% | 73.5%-9.1pp | 81.9%-17.5pp | 69.5%-5.1pp |
| Annual return | 33.07% | 35.83%-2.8pp | 5155.94%-5122.9pp | 28.90%+4.2pp |
| Employer contribution / active EE | $1,756 | $2,884-39.1% | $4,695-62.6% | $2,042-14.0% |
| Participant deferral / active EE | $6,983 | $5,164+35.2% | $6,247+11.8% | $3,169+120.3% |
| Admin fee / account holder | $6,805 | $525+1195.1% | $9,243-26.4% | $479+1319.5% |