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 10-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 | $65,168 | $83,369-21.8% | $105,223-38.1% | $67,986-4.1% |
| Participation rate | 55.5% | 56.3%-0.8pp | 75.0%-19.6pp | 57.2%-1.8pp |
| Annual return | 15.83% | 24.64%-8.8pp | 180.65%-164.8pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,565 | $2,541-38.4% | $3,689-57.6% | $2,019-22.5% |
| Participant deferral / active EE | $3,157 | $3,295-4.2% | $5,072-37.8% | $3,358-6.0% |
| Admin fee / account holder | $4,290 | $4,073+5.3% | $8,859-51.6% | $3,203+33.9% |