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 | $46,666 | $41,078+13.6% | $80,569-42.1% | $71,457-34.7% |
| Participation rate | 65.9% | 50.2%+15.7pp | 67.0%-1.1pp | 67.9%-2.0pp |
| Annual return | 17.63% | 38.45%-20.8pp | 935.43%-917.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,693 | $1,506+12.4% | $2,723-37.8% | $2,588-34.6% |
| Participant deferral / active EE | $2,994 | $2,699+10.9% | $4,447-32.7% | $4,289-30.2% |
| Admin fee / account holder | $1,466 | $1,840-20.4% | $5,377-72.7% | $1,587-7.7% |