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 4-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 | $2,117 | $25,014-91.5% | $69,647-97.0% | $80,856-97.4% |
| Participation rate | 65.7% | 64.2%+1.4pp | 66.5%-0.8pp | 67.6%-2.0pp |
| Annual return | 11.93% | 19.07%-7.1pp | 100.48%-88.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $499 | $993-49.7% | $1,712-70.8% | $2,755-81.9% |
| Participant deferral / active EE | $1,274 | $1,839-30.7% | $2,886-55.9% | $4,296-70.3% |
| Admin fee / account holder | $549 | $2,488-77.9% | $4,713-88.3% | $6,918-92.1% |