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 | $92,224-40.3% | $105,223-47.7% | $79,634-30.9% |
| Participation rate | 33.2% | 69.2%-35.9pp | 75.0%-41.8pp | 62.5%-29.3pp |
| Annual return | 15.73% | 88.65%-72.9pp | 180.65%-164.9pp | 36.46%-20.7pp |
| Employer contribution / active EE | $1,555 | $3,965-60.8% | $3,689-57.8% | $2,529-38.5% |
| Participant deferral / active EE | $2,141 | $3,834-44.2% | $5,072-57.8% | $3,835-44.2% |
| Admin fee / account holder | $2,757 | $1,121+146.0% | $8,859-68.9% | $1,002+175.1% |