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 6-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 | $35,379 | $100,923-64.9% | $150,045-76.4% | $74,304-52.4% |
| Participation rate | 64.4% | 70.1%-5.7pp | 82.3%-17.9pp | 60.3%+4.0pp |
| Annual return | 34.48% | 51.77%-17.3pp | 62.55%-28.1pp | 29.43%+5.1pp |
| Employer contribution / active EE | $2,031 | $3,463-41.3% | $4,693-56.7% | $2,241-9.4% |
| Participant deferral / active EE | $3,818 | $6,709-43.1% | $7,997-52.3% | $3,767+1.3% |
| Admin fee / account holder | $1,669 | $2,767-39.7% | $13,435-87.6% | $2,969-43.8% |