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 3-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 | $3,629 | $24,733-85.3% | $69,647-94.8% | $74,495-95.1% |
| Participation rate | 67.8% | 63.5%+4.3pp | 66.5%+1.3pp | 67.2%+0.6pp |
| Annual return | 21.14% | 18.55%+2.6pp | 100.48%-79.3pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $539 | $1,001-46.1% | $1,712-68.5% | $2,623-79.4% |
| Participant deferral / active EE | $1,463 | $1,901-23.0% | $2,886-49.3% | $4,346-66.3% |
| Admin fee / account holder | $566 | $1,892-70.1% | $4,713-88.0% | $1,942-70.8% |