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 | $57,910 | $49,915+16.0% | $154,803-62.6% | $74,304-22.1% |
| Participation rate | 66.0% | 54.0%+12.1pp | 78.1%-12.0pp | 60.3%+5.7pp |
| Annual return | 19.21% | 34.06%-14.8pp | 58.88%-39.7pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,931 | $1,611+19.8% | $4,305-55.2% | $2,241-13.8% |
| Participant deferral / active EE | $1,785 | $2,255-20.8% | $5,540-67.8% | $3,767-52.6% |
| Admin fee / account holder | $1,787 | $2,189-18.3% | $14,329-87.5% | $2,969-39.8% |