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 | $34,257 | $26,114+31.2% | $58,482-41.4% | $74,419-54.0% |
| Participation rate | 19.4% | 32.1%-12.7pp | 50.9%-31.5pp | 70.7%-51.3pp |
| Annual return | 16.77% | 32.51%-15.7pp | 4239.32%-4222.5pp | 34.38%-17.6pp |
| Employer contribution / active EE | $86 | $536-83.9% | $1,053-91.8% | $2,637-96.7% |
| Participant deferral / active EE | $915 | $1,075-14.9% | $1,924-52.4% | $4,528-79.8% |
| Admin fee / account holder | $1,347 | $649+107.6% | $2,516-46.4% | $348+287.3% |