Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $17,160 | $80,812-78.8% | $160,784-89.3% | $82,448-79.2% |
| Participation rate | 62.1% | 66.2%-4.2pp | 77.0%-14.9pp | 68.1%-6.0pp |
| Annual return | 20.19% | 100.59%-80.4pp | 1803.92%-1783.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,195 | $2,174-45.0% | $3,733-68.0% | $2,551-53.2% |
| Participant deferral / active EE | $3,259 | $4,335-24.8% | $6,293-48.2% | $4,139-21.3% |
| Admin fee / account holder | $818 | $7,695-89.4% | $9,717-91.6% | $7,234-88.7% |