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 7-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 | $11,528 | $30,588-62.3% | $53,898-78.6% | $85,563-86.5% |
| Participation rate | 13.6% | 26.3%-12.7pp | 55.0%-41.4pp | 66.0%-52.4pp |
| Annual return | 34.71% | 50.42%-15.7pp | 528.60%-493.9pp | 31.51%+3.2pp |
| Employer contribution / active EE | $106 | $436-75.8% | $932-88.7% | $2,654-96.0% |
| Participant deferral / active EE | $403 | $848-52.5% | $1,826-78.0% | $4,375-90.8% |
| Admin fee / account holder | $857 | $1,879-54.4% | $2,491-65.6% | $834+2.7% |