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 5-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.
Participant 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 | $21,803 | $55,416-60.7% | $75,972-71.3% | $77,643-71.9% |
| Participation rate | 10.8% | 63.6%-52.8pp | 69.1%-58.3pp | 70.6%-59.8pp |
| Annual return | 872.32% | 17.07%+855.2pp | 359.55%+512.8pp | 31.24%+841.1pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $384 | $3,447-88.9% | $4,255-91.0% | $4,647-91.7% |
| Admin fee / account holder | $3,141 | $414+659.1% | $6,467-51.4% | $430+629.8% |