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 | $36,241 | $101,317-64.2% | $146,958-75.3% | $74,495-51.4% |
| Participation rate | 49.6% | 75.5%-26.0pp | 82.2%-32.6pp | 67.2%-17.6pp |
| Annual return | 35.89% | 8730.91%-8695.0pp | 418.34%-382.4pp | 1364.94%-1329.1pp |
| Employer contribution / active EE | $2,289 | $3,810-39.9% | $4,933-53.6% | $2,623-12.7% |
| Participant deferral / active EE | $4,648 | $7,303-36.4% | $8,070-42.4% | $4,346+7.0% |
| Admin fee / account holder | $2,101 | $1,739+20.8% | $12,998-83.8% | $1,942+8.2% |