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 | $36,237 | $65,376-44.6% | $87,100-58.4% | $65,185-44.4% |
| Participation rate | 65.5% | 75.3%-9.9pp | 76.9%-11.4pp | 70.2%-4.7pp |
| Annual return | 28.56% | 31.27%-2.7pp | 28.19%+0.4pp | 29.38%-0.8pp |
| Employer contribution / active EE | $1,649 | $1,822-9.5% | $2,521-34.6% | $2,177-24.3% |
| Participant deferral / active EE | $3,097 | $3,388-8.6% | $4,049-23.5% | $3,514-11.9% |
| Admin fee / account holder | $639 | $520+23.0% | $7,497-91.5% | $847-24.6% |