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 | $20,891 | $61,272-65.9% | $149,673-86.0% | $71,457-70.8% |
| Participation rate | 46.2% | 62.5%-16.3pp | 78.8%-32.6pp | 67.9%-21.7pp |
| Annual return | 41.44% | 35.85%+5.6pp | 134.42%-93.0pp | 28.85%+12.6pp |
| Employer contribution / active EE | $1,625 | $2,378-31.7% | $4,818-66.3% | $2,588-37.2% |
| Participant deferral / active EE | $3,328 | $2,917+14.1% | $5,680-41.4% | $4,289-22.4% |
| Admin fee / account holder | $1,150 | $1,261-8.8% | $13,210-91.3% | $1,587-27.5% |