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 4-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 | $34,577 | $50,982-32.2% | $154,803-77.7% | $85,563-59.6% |
| Participation rate | 21.7% | 59.8%-38.1pp | 78.1%-56.4pp | 66.0%-44.3pp |
| Annual return | 77.22% | 30.35%+46.9pp | 58.88%+18.3pp | 31.51%+45.7pp |
| Employer contribution / active EE | $800 | $1,708-53.2% | $4,305-81.4% | $2,654-69.9% |
| Participant deferral / active EE | $1,565 | $2,474-36.8% | $5,540-71.8% | $4,375-64.2% |
| Admin fee / account holder | $5,707 | $846+574.6% | $14,329-60.2% | $834+584.1% |