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 4-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 | $29,752 | $61,058-51.3% | $71,209-58.2% | $85,563-65.2% |
| Participation rate | 32.7% | 58.6%-25.8pp | 73.8%-41.0pp | 66.0%-33.2pp |
| Annual return | 81.02% | 100.41%-19.4pp | 282.51%-201.5pp | 31.51%+49.5pp |
| Employer contribution / active EE | $914 | $2,199-58.4% | $2,721-66.4% | $2,654-65.5% |
| Participant deferral / active EE | $1,625 | $3,173-48.8% | $4,175-61.1% | $4,375-62.8% |
| Admin fee / account holder | $1,152 | $855+34.8% | $5,349-78.5% | $834+38.1% |