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 8-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 | $43,588 | $85,515-49.0% | $112,040-61.1% | $67,986-35.9% |
| Participation rate | 67.1% | 68.2%-1.1pp | 76.5%-9.4pp | 57.2%+9.9pp |
| Annual return | 18.64% | 29.68%-11.0pp | 24.52%-5.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $537 | $2,191-75.5% | $2,954-81.8% | $2,019-73.4% |
| Participant deferral / active EE | $5,421 | $4,014+35.0% | $5,098+6.3% | $3,358+61.4% |
| Admin fee / account holder | $4,108 | $3,774+8.9% | $12,098-66.0% | $3,203+28.2% |