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 | $62,146-45.8% | $81,438-58.6% | $74,546-54.8% |
| Participation rate | 66.1% | 64.1%+2.1pp | 69.5%-3.4pp | 67.2%-1.1pp |
| Annual return | 13.54% | 16.49%-2.9pp | 24.74%-11.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,628 | $1,883-13.5% | $2,460-33.8% | $2,624-38.0% |
| Participant deferral / active EE | $2,659 | $3,229-17.7% | $3,883-31.5% | $4,347-38.8% |
| Admin fee / account holder | $4,822 | $1,922+150.8% | $5,764-16.3% | $1,944+148.1% |