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 8-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 | $63,644 | $101,317-37.2% | $146,958-56.7% | $74,495-14.6% |
| Participation rate | 44.3% | 75.5%-31.2pp | 82.2%-37.9pp | 67.2%-22.9pp |
| Annual return | 23.46% | 8730.91%-8707.5pp | 418.34%-394.9pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $2,050 | $3,810-46.2% | $4,933-58.4% | $2,623-21.8% |
| Participant deferral / active EE | $6,530 | $7,303-10.6% | $8,070-19.1% | $4,346+50.3% |
| Admin fee / account holder | $2,704 | $1,739+55.5% | $12,998-79.2% | $1,942+39.2% |