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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,371 | $88,083-57.6% | $164,813-77.3% | $74,495-49.8% |
| Participation rate | 60.5% | 73.0%-12.5pp | 78.6%-18.1pp | 67.2%-6.7pp |
| Annual return | 14.65% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $429 | $2,593-83.5% | $4,341-90.1% | $2,623-83.7% |
| Participant deferral / active EE | $3,487 | $4,498-22.5% | $6,031-42.2% | $4,346-19.8% |
| Admin fee / account holder | $989 | $2,234-55.7% | $12,690-92.2% | $1,942-49.1% |