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 | $11,761 | $42,886-72.6% | $88,946-86.8% | $85,563-86.3% |
| Participation rate | 39.7% | 37.9%+1.8pp | 68.8%-29.2pp | 66.0%-26.3pp |
| Annual return | 66.38% | 44.56%+21.8pp | 57.82%+8.6pp | 31.51%+34.9pp |
| Employer contribution / active EE | $330 | $1,147-71.3% | $2,555-87.1% | $2,654-87.6% |
| Participant deferral / active EE | $678 | $2,108-67.8% | $4,581-85.2% | $4,375-84.5% |
| Admin fee / account holder | $357 | $2,263-84.2% | $8,261-95.7% | $834-57.2% |