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 6-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 | $21,644 | $60,989-64.5% | $60,874-64.4% | $66,914-67.7% |
| Participation rate | 66.9% | 74.5%-7.5pp | 73.1%-6.2pp | 69.8%-2.9pp |
| Annual return | -16.49% | -9.60%-6.9pp | 16.90%-33.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,169 | $2,661+19.1% | $2,701+17.3% | $2,544+24.5% |
| Participant deferral / active EE | $2,632 | $3,615-27.2% | $3,817-31.1% | $4,237-37.9% |
| Admin fee / account holder | $907 | $338+167.8% | $3,224-71.9% | $593+52.8% |