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 | $2,500 | $24,733-89.9% | $69,647-96.4% | $74,495-96.6% |
| Participation rate | 56.1% | 63.5%-7.4pp | 66.5%-10.4pp | 67.2%-11.1pp |
| Annual return | 24.00% | 18.55%+5.4pp | 100.48%-76.5pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $471 | $1,001-53.0% | $1,712-72.5% | $2,623-82.1% |
| Participant deferral / active EE | $844 | $1,901-55.6% | $2,886-70.7% | $4,346-80.6% |
| Admin fee / account holder | $707 | $1,892-62.6% | $4,713-85.0% | $1,942-63.6% |