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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,222 | $50,982-64.3% | $154,803-88.2% | $85,563-78.7% |
| Participation rate | 31.9% | 59.8%-27.9pp | 78.1%-46.2pp | 66.0%-34.1pp |
| Annual return | 36.25% | 30.35%+5.9pp | 58.88%-22.6pp | 31.51%+4.7pp |
| Employer contribution / active EE | $114 | $1,708-93.3% | $4,305-97.4% | $2,654-95.7% |
| Participant deferral / active EE | $1,098 | $2,474-55.6% | $5,540-80.2% | $4,375-74.9% |
| Admin fee / account holder | $779 | $846-7.9% | $14,329-94.6% | $834-6.6% |