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.
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 | $44,840 | $80,724-44.5% | $103,333-56.6% | $74,495-39.8% |
| Participation rate | 42.6% | 65.7%-23.1pp | 74.5%-31.9pp | 67.2%-24.6pp |
| Annual return | 13.42% | 27.56%-14.1pp | 24.88%-11.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,162 | $3,157-63.2% | $3,868-70.0% | $2,623-55.7% |
| Participant deferral / active EE | $2,077 | $3,860-46.2% | $5,057-58.9% | $4,346-52.2% |
| Admin fee / account holder | $1,986 | $2,368-16.1% | $8,355-76.2% | $1,942+2.3% |