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 | $30,262 | $59,054-48.8% | $97,226-68.9% | $77,643-61.0% |
| Participation rate | 45.0% | 67.9%-22.9pp | 72.7%-27.7pp | 70.6%-25.6pp |
| Annual return | 143.98% | 16.96%+127.0pp | 75.13%+68.9pp | 31.24%+112.7pp |
| Employer contribution / active EE | $1,343 | $1,742-22.9% | $2,729-50.8% | $2,726-50.7% |
| Participant deferral / active EE | $2,653 | $3,930-32.5% | $4,264-37.8% | $4,647-42.9% |
| Admin fee / account holder | $1,435 | $346+314.6% | $5,654-74.6% | $430+233.4% |