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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,147 | $59,417-50.9% | $93,606-68.9% | $74,495-60.9% |
| Participation rate | 65.5% | 59.7%+5.9pp | 68.7%-3.2pp | 67.2%-1.7pp |
| Annual return | 8.79% | 81.83%-73.0pp | 133.20%-124.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $721 | $1,264-42.9% | $2,420-70.2% | $2,623-72.5% |
| Participant deferral / active EE | $2,626 | $3,050-13.9% | $4,411-40.5% | $4,346-39.6% |
| Admin fee / account holder | $3,273 | $3,021+8.3% | $8,285-60.5% | $1,942+68.6% |