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 | $45,344 | $67,984-33.3% | $65,493-30.8% | $74,304-39.0% |
| Participation rate | 65.1% | 66.3%-1.2pp | 73.1%-8.0pp | 60.3%+4.8pp |
| Annual return | 35.66% | 19.87%+15.8pp | 982.45%-946.8pp | 29.43%+6.2pp |
| Employer contribution / active EE | $3,856 | $2,491+54.8% | $2,574+49.8% | $2,241+72.1% |
| Participant deferral / active EE | $5,151 | $3,346+53.9% | $3,961+30.0% | $3,767+36.7% |
| Admin fee / account holder | $2,053 | $1,373+49.6% | $5,028-59.2% | $2,969-30.8% |