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 9-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 | $55,039 | $95,880-42.6% | $107,525-48.8% | $85,563-35.7% |
| Participation rate | 33.2% | 70.1%-36.9pp | 75.1%-41.9pp | 66.0%-32.7pp |
| Annual return | 15.73% | 68.06%-52.3pp | 181.32%-165.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $1,555 | $3,812-59.2% | $3,754-58.6% | $2,654-41.4% |
| Participant deferral / active EE | $2,141 | $4,201-49.0% | $5,116-58.2% | $4,375-51.1% |
| Admin fee / account holder | $2,757 | $1,025+168.8% | $8,919-69.1% | $834+230.5% |