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 | $86,944-25.0% | $107,525-39.4% | $74,304-12.3% |
| Participation rate | 55.5% | 59.6%-4.1pp | 75.1%-19.6pp | 60.3%-4.9pp |
| Annual return | 15.83% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,565 | $2,757-43.2% | $3,754-58.3% | $2,241-30.2% |
| Participant deferral / active EE | $3,157 | $3,554-11.2% | $5,116-38.3% | $3,767-16.2% |
| Admin fee / account holder | $4,290 | $3,727+15.1% | $8,919-51.9% | $2,969+44.5% |