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.
Participant 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 | $33,324 | $47,126-29.3% | $149,673-77.7% | $74,419-55.2% |
| Participation rate | 17.6% | 63.4%-45.8pp | 78.8%-61.1pp | 70.7%-53.1pp |
| Annual return | 20.56% | 22.75%-2.2pp | 134.42%-113.9pp | 34.38%-13.8pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $437 | $2,728-84.0% | $5,680-92.3% | $4,528-90.4% |
| Admin fee / account holder | $2,426 | $343+607.8% | $13,210-81.6% | $348+597.3% |