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 | $38,967-69.8% | $86,233-86.4% | $79,634-85.2% |
| Participation rate | 39.7% | 34.1%+5.6pp | 69.0%-29.3pp | 62.5%-22.8pp |
| Annual return | 66.38% | 49.90%+16.5pp | 61.39%+5.0pp | 36.46%+29.9pp |
| Employer contribution / active EE | $330 | $868-62.0% | $2,504-86.8% | $2,529-87.0% |
| Participant deferral / active EE | $678 | $1,663-59.2% | $4,559-85.1% | $3,835-82.3% |
| Admin fee / account holder | $357 | $2,660-86.6% | $8,342-95.7% | $1,002-64.4% |