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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,115 | $67,984-38.1% | $65,493-35.7% | $74,304-43.3% |
| Participation rate | 64.3% | 66.3%-2.0pp | 73.1%-8.8pp | 60.3%+4.0pp |
| Annual return | 9.36% | 19.87%-10.5pp | 982.45%-973.1pp | 29.43%-20.1pp |
| Employer contribution / active EE | $2,451 | $2,491-1.6% | $2,574-4.8% | $2,241+9.4% |
| Participant deferral / active EE | $1,329 | $3,346-60.3% | $3,961-66.4% | $3,767-64.7% |
| Admin fee / account holder | $5,601 | $1,373+308.0% | $5,028+11.4% | $2,969+88.7% |