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 | $30,433 | $91,407-66.7% | $135,903-77.6% | $71,457-57.4% |
| Participation rate | 65.9% | 75.7%-9.8pp | 81.9%-16.0pp | 67.9%-2.0pp |
| Annual return | 40.35% | 29.90%+10.5pp | 68.23%-27.9pp | 28.85%+11.5pp |
| Employer contribution / active EE | $3,664 | $3,703-1.1% | $4,856-24.5% | $2,588+41.6% |
| Participant deferral / active EE | $12,340 | $7,092+74.0% | $7,758+59.1% | $4,289+187.7% |
| Admin fee / account holder | $2,477 | $1,266+95.7% | $10,762-77.0% | $1,587+56.0% |