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 | $33,681 | $62,127-45.8% | $81,382-58.6% | $74,495-54.8% |
| Participation rate | 66.1% | 64.0%+2.1pp | 69.5%-3.3pp | 67.2%-1.1pp |
| Annual return | 13.54% | 16.48%-2.9pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,628 | $1,882-13.5% | $2,463-33.9% | $2,623-37.9% |
| Participant deferral / active EE | $2,659 | $3,229-17.7% | $3,883-31.5% | $4,346-38.8% |
| Admin fee / account holder | $4,822 | $1,934+149.2% | $5,768-16.4% | $1,942+148.3% |