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 | $71,051 | $78,485-9.5% | $106,213-33.1% | $74,495-4.6% |
| Participation rate | 53.3% | 72.8%-19.6pp | 75.3%-22.0pp | 67.2%-13.9pp |
| Annual return | 17.93% | 15.95%+2.0pp | 116.14%-98.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,652 | $2,523-34.5% | $3,171-47.9% | $2,623-37.0% |
| Participant deferral / active EE | $3,151 | $4,322-27.1% | $5,016-37.2% | $4,346-27.5% |
| Admin fee / account holder | $2,404 | $2,232+7.7% | $11,033-78.2% | $1,942+23.8% |