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 5-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 | $40,976 | $100,923-59.4% | $150,045-72.7% | $74,304-44.9% |
| Participation rate | 60.5% | 70.1%-9.6pp | 82.3%-21.8pp | 60.3%+0.1pp |
| Annual return | 22.02% | 51.77%-29.7pp | 62.55%-40.5pp | 29.43%-7.4pp |
| Employer contribution / active EE | $2,656 | $3,463-23.3% | $4,693-43.4% | $2,241+18.5% |
| Participant deferral / active EE | $5,494 | $6,709-18.1% | $7,997-31.3% | $3,767+45.8% |
| Admin fee / account holder | $1,336 | $2,767-51.7% | $13,435-90.1% | $2,969-55.0% |