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 5-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 | $23,469 | $51,315-54.3% | $95,745-75.5% | $71,457-67.2% |
| Participation rate | 63.2% | 63.0%+0.1pp | 72.3%-9.1pp | 67.9%-4.8pp |
| Annual return | 53.28% | 25.26%+28.0pp | 28.35%+24.9pp | 28.85%+24.4pp |
| Employer contribution / active EE | $2,613 | $1,819+43.7% | $2,835-7.8% | $2,588+1.0% |
| Participant deferral / active EE | $5,298 | $3,358+57.8% | $4,245+24.8% | $4,289+23.5% |
| Admin fee / account holder | $1,980 | $1,137+74.2% | $5,678-65.1% | $1,587+24.8% |