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 6-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 | $28,940 | $44,960-35.6% | $84,966-65.9% | $74,495-61.2% |
| Participation rate | 58.4% | 49.4%+9.1pp | 67.5%-9.1pp | 67.2%-8.8pp |
| Annual return | 236.57% | 26.24%+210.3pp | 66.38%+170.2pp | 1364.94%-1128.4pp |
| Employer contribution / active EE | $1,161 | $1,457-20.3% | $2,727-57.4% | $2,623-55.7% |
| Participant deferral / active EE | $2,165 | $2,731-20.7% | $4,519-52.1% | $4,346-50.2% |
| Admin fee / account holder | $2,158 | $2,209-2.3% | $6,149-64.9% | $1,942+11.2% |