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 | $48,124 | $61,272-21.5% | $149,673-67.8% | $71,457-32.7% |
| Participation rate | 43.7% | 62.5%-18.8pp | 78.8%-35.1pp | 67.9%-24.2pp |
| Annual return | 31.35% | 35.85%-4.5pp | 134.42%-103.1pp | 28.85%+2.5pp |
| Employer contribution / active EE | $1,436 | $2,378-39.6% | $4,818-70.2% | $2,588-44.5% |
| Participant deferral / active EE | $3,693 | $2,917+26.6% | $5,680-35.0% | $4,289-13.9% |
| Admin fee / account holder | $1,365 | $1,261+8.3% | $13,210-89.7% | $1,587-14.0% |