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 | $36,136 | $86,944-58.4% | $107,525-66.4% | $74,304-51.4% |
| Participation rate | 46.9% | 59.6%-12.6pp | 75.1%-28.1pp | 60.3%-13.4pp |
| Annual return | 15.73% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $888 | $2,757-67.8% | $3,754-76.4% | $2,241-60.4% |
| Participant deferral / active EE | $3,098 | $3,554-12.8% | $5,116-39.4% | $3,767-17.8% |
| Admin fee / account holder | $2,412 | $3,727-35.3% | $8,919-73.0% | $2,969-18.8% |