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 5-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 | $4,089 | $27,827-85.3% | $65,255-93.7% | $71,457-94.3% |
| Participation rate | 69.8% | 57.6%+12.2pp | 65.0%+4.8pp | 67.9%+1.9pp |
| Annual return | 33.41% | 41.58%-8.2pp | 47.35%-13.9pp | 28.85%+4.6pp |
| Employer contribution / active EE | $1,135 | $1,405-19.2% | $1,691-32.9% | $2,588-56.1% |
| Participant deferral / active EE | $1,489 | $1,861-20.0% | $2,831-47.4% | $4,289-65.3% |
| Admin fee / account holder | $303 | $3,850-92.1% | $4,112-92.6% | $1,587-80.9% |