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 | $36,308 | $69,454-47.7% | $180,183-79.8% | $74,304-51.1% |
| Participation rate | 47.4% | 61.8%-14.4pp | 77.4%-30.1pp | 60.3%-13.0pp |
| Annual return | 17.65% | 25.86%-8.2pp | 27.86%-10.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,603 | $3,155-17.5% | $5,039-48.4% | $2,241+16.1% |
| Participant deferral / active EE | $3,502 | $4,662-24.9% | $6,822-48.7% | $3,767-7.0% |
| Admin fee / account holder | $2,455 | $3,036-19.2% | $19,975-87.7% | $2,969-17.3% |