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 7-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 | $23,212 | $45,031-48.5% | $84,966-72.7% | $77,643-70.1% |
| Participation rate | 18.2% | 48.7%-30.5pp | 67.5%-49.3pp | 70.6%-52.4pp |
| Annual return | 222.72% | 79.22%+143.5pp | 66.38%+156.3pp | 31.24%+191.5pp |
| Employer contribution / active EE | $415 | $1,609-74.2% | $2,727-84.8% | $2,726-84.8% |
| Participant deferral / active EE | $963 | $2,807-65.7% | $4,519-78.7% | $4,647-79.3% |
| Admin fee / account holder | $977 | $912+7.1% | $6,149-84.1% | $430+127.0% |