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 | $29,827 | $73,360-59.3% | $177,989-83.2% | $74,495-60.0% |
| Participation rate | 41.1% | 66.6%-25.5pp | 77.1%-35.9pp | 67.2%-26.1pp |
| Annual return | 26.98% | 17.49%+9.5pp | 294.48%-267.5pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $1,194 | $2,216-46.1% | $3,949-69.8% | $2,623-54.5% |
| Participant deferral / active EE | $1,804 | $4,513-60.0% | $6,276-71.3% | $4,346-58.5% |
| Admin fee / account holder | $4,300 | $1,808+137.8% | $10,363-58.5% | $1,942+121.4% |