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.
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 | $39,225 | $86,944-54.9% | $107,525-63.5% | $74,304-47.2% |
| Participation rate | 48.6% | 59.6%-11.0pp | 75.1%-26.5pp | 60.3%-11.8pp |
| Annual return | 71.52% | 23.52%+48.0pp | 181.32%-109.8pp | 29.43%+42.1pp |
| Employer contribution / active EE | $1,566 | $2,757-43.2% | $3,754-58.3% | $2,241-30.1% |
| Participant deferral / active EE | $3,034 | $3,554-14.6% | $5,116-40.7% | $3,767-19.5% |
| Admin fee / account holder | $1,484 | $3,727-60.2% | $8,919-83.4% | $2,969-50.0% |