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 10-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 | $62,486 | $91,190-31.5% | $178,490-65.0% | $79,858-21.8% |
| Participation rate | 57.7% | 69.2%-11.5pp | 81.9%-24.2pp | 69.6%-11.9pp |
| Annual return | 11.93% | 24.19%-12.3pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,727 | $3,256+45.2% | $5,011-5.7% | $2,471+91.3% |
| Participant deferral / active EE | $4,917 | $3,236+51.9% | $5,202-5.5% | $3,740+31.5% |
| Admin fee / account holder | $8,075 | $6,751+19.6% | $13,984-42.3% | $5,306+52.2% |