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 7-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 | $29,745 | $80,724-63.2% | $103,333-71.2% | $74,495-60.1% |
| Participation rate | 33.7% | 65.7%-32.0pp | 74.5%-40.8pp | 67.2%-33.5pp |
| Annual return | 16.83% | 27.56%-10.7pp | 24.88%-8.1pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,818 | $3,860-27.0% | $5,057-44.3% | $4,346-35.2% |
| Admin fee / account holder | $3,922 | $2,368+65.6% | $8,355-53.1% | $1,942+102.0% |