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 6-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 | $46,389 | $29,548+57.0% | $56,411-17.8% | $77,643-40.3% |
| Participation rate | 17.1% | 32.7%-15.6pp | 52.5%-35.4pp | 70.6%-53.5pp |
| Annual return | 14.99% | 19.01%-4.0pp | 1701.33%-1686.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,381 | $1,061+30.1% | $1,952-29.3% | $4,647-70.3% |
| Admin fee / account holder | $3,419 | $1,046+226.8% | $2,829+20.8% | $430+694.3% |