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.
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 | $73,334 | $101,499-27.7% | $147,005-50.1% | $74,546-1.6% |
| Participation rate | 66.7% | 75.5%-8.9pp | 82.2%-15.5pp | 67.2%-0.5pp |
| Annual return | 18.19% | 8732.34%-8714.2pp | 418.76%-400.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $1,945 | $3,811-49.0% | $4,934-60.6% | $2,624-25.9% |
| Participant deferral / active EE | $3,998 | $7,304-45.3% | $8,070-50.5% | $4,347-8.0% |
| Admin fee / account holder | $2,729 | $1,748+56.2% | $13,006-79.0% | $1,944+40.4% |