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 7-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 | $13,271 | $54,517-75.7% | $75,972-82.5% | $74,495-82.2% |
| Participation rate | 48.4% | 60.3%-12.0pp | 69.1%-20.7pp | 67.2%-18.8pp |
| Annual return | 15.40% | 31.82%-16.4pp | 359.55%-344.1pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,017 | $3,066-34.2% | $4,255-52.6% | $4,346-53.6% |
| Admin fee / account holder | $1,084 | $2,229-51.4% | $6,467-83.2% | $1,942-44.2% |