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.
Participant 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 | $20,311 | $31,038-34.6% | $65,255-68.9% | $74,419-72.7% |
| Participation rate | 20.1% | 66.9%-46.8pp | 65.0%-44.9pp | 70.7%-50.6pp |
| Annual return | 33.75% | 38.60%-4.9pp | 47.35%-13.6pp | 34.38%-0.6pp |
| Employer contribution / active EE | $365 | $1,188-69.3% | $1,691-78.4% | $2,637-86.2% |
| Participant deferral / active EE | $652 | $2,792-76.7% | $2,831-77.0% | $4,528-85.6% |
| Admin fee / account holder | $689 | $299+130.5% | $4,112-83.2% | $348+98.1% |