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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,123 | $42,886+14.5% | $88,946-44.8% | $85,563-42.6% |
| Participation rate | 25.8% | 37.9%-12.1pp | 68.8%-43.0pp | 66.0%-40.2pp |
| Annual return | 13.17% | 44.56%-31.4pp | 57.82%-44.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $814 | $1,147-29.1% | $2,555-68.2% | $2,654-69.3% |
| Participant deferral / active EE | $1,582 | $2,108-24.9% | $4,581-65.5% | $4,375-63.8% |
| Admin fee / account holder | $6,083 | $2,263+168.8% | $8,261-26.4% | $834+629.2% |