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.
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 | $36,223 | $67,984-46.7% | $65,493-44.7% | $74,304-51.3% |
| Participation rate | 38.1% | 66.3%-28.2pp | 73.1%-35.0pp | 60.3%-22.3pp |
| Annual return | 16.45% | 19.87%-3.4pp | 982.45%-966.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $310 | $2,491-87.6% | $2,574-88.0% | $2,241-86.2% |
| Participant deferral / active EE | $1,567 | $3,346-53.2% | $3,961-60.4% | $3,767-58.4% |
| Admin fee / account holder | $2,103 | $1,373+53.2% | $5,028-58.2% | $2,969-29.2% |