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 4-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 | $2,387 | $25,014-90.5% | $69,647-96.6% | $80,856-97.0% |
| Participation rate | 69.8% | 64.2%+5.5pp | 66.5%+3.3pp | 67.6%+2.1pp |
| Annual return | 13.83% | 19.07%-5.2pp | 100.48%-86.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $792 | $993-20.3% | $1,712-53.8% | $2,755-71.3% |
| Participant deferral / active EE | $1,956 | $1,839+6.4% | $2,886-32.2% | $4,296-54.5% |
| Admin fee / account holder | $354 | $2,488-85.8% | $4,713-92.5% | $6,918-94.9% |