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 8-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 | $64,864 | $87,870-26.2% | $113,168-42.7% | $74,304-12.7% |
| Participation rate | 41.1% | 70.7%-29.7pp | 76.6%-35.5pp | 60.3%-19.3pp |
| Annual return | 24.11% | 26.44%-2.3pp | 24.27%-0.2pp | 29.43%-5.3pp |
| Employer contribution / active EE | $1,341 | $2,277-41.1% | $2,975-54.9% | $2,241-40.2% |
| Participant deferral / active EE | $2,231 | $4,241-47.4% | $5,107-56.3% | $3,767-40.8% |
| Admin fee / account holder | $5,041 | $3,368+49.7% | $12,068-58.2% | $2,969+69.8% |