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 | $87,870-50.4% | $113,168-61.5% | $74,304-41.3% |
| Participation rate | 67.1% | 70.7%-3.7pp | 76.6%-9.5pp | 60.3%+6.7pp |
| Annual return | 18.64% | 26.44%-7.8pp | 24.27%-5.6pp | 29.43%-10.8pp |
| Employer contribution / active EE | $537 | $2,277-76.4% | $2,975-81.9% | $2,241-76.0% |
| Participant deferral / active EE | $5,421 | $4,241+27.8% | $5,107+6.2% | $3,767+43.9% |
| Admin fee / account holder | $4,108 | $3,368+22.0% | $12,068-66.0% | $2,969+38.4% |