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 | $33,355 | $47,848-30.3% | $81,478-59.1% | $70,131-52.4% |
| Participation rate | 59.6% | 58.3%+1.3pp | 68.0%-8.4pp | 69.5%-10.0pp |
| Annual return | 39.27% | 27.25%+12.0pp | 38.78%+0.5pp | 73.14%-33.9pp |
| Employer contribution / active EE | $1,733 | $1,527+13.5% | $2,568-32.5% | $2,342-26.0% |
| Participant deferral / active EE | $2,817 | $2,453+14.8% | $3,537-20.4% | $3,332-15.5% |
| Admin fee / account holder | $313 | $3,145-90.0% | $4,561-93.1% | $4,645-93.3% |