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 | $22,265 | $53,053-58.0% | $126,539-82.4% | $74,304-70.0% |
| Participation rate | 61.6% | 48.0%+13.6pp | 69.8%-8.2pp | 60.3%+1.3pp |
| Annual return | 66.98% | 29.46%+37.5pp | 425.95%-359.0pp | 29.43%+37.6pp |
| Employer contribution / active EE | $1,907 | $1,168+63.3% | $3,674-48.1% | $2,241-14.9% |
| Participant deferral / active EE | $4,524 | $2,303+96.4% | $4,083+10.8% | $3,767+20.1% |
| Admin fee / account holder | $1,277 | $3,698-65.5% | $6,065-78.9% | $2,969-57.0% |