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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,859 | $66,302-58.0% | $110,238-74.7% | $56,287-50.5% |
| Participation rate | 62.1% | 74.9%-12.8pp | 79.8%-17.7pp | 69.9%-7.8pp |
| Annual return | 29.25% | -1.18%+30.4pp | 314.74%-285.5pp | -9.96%+39.2pp |
| Employer contribution / active EE | $616 | $2,047-69.9% | $3,826-83.9% | $2,111-70.8% |
| Participant deferral / active EE | $1,562 | $3,381-53.8% | $4,672-66.6% | $3,350-53.4% |
| Admin fee / account holder | $660 | $698-5.6% | $8,547-92.3% | $521+26.6% |