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.)
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 | $37,000 | $76,050-51.3% | $96,544-61.7% | $71,457-48.2% |
| Participation rate | 66.0% | 74.4%-8.4pp | 76.0%-9.9pp | 67.9%-1.9pp |
| Annual return | 12.94% | 22.81%-9.9pp | 25.84%-12.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,768 | $2,244-21.2% | $2,965-40.4% | $2,588-31.7% |
| Participant deferral / active EE | $3,053 | $4,215-27.6% | $4,851-37.1% | $4,289-28.8% |
| Admin fee / account holder | $6,777 | $2,707+150.3% | $8,252-17.9% | $1,587+327.0% |