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 | $5,544 | $16,790-67.0% | $64,489-91.4% | $67,986-91.8% |
| Participation rate | 63.9% | 62.4%+1.5pp | 67.7%-3.8pp | 57.2%+6.7pp |
| Annual return | 27.53% | 30.55%-3.0pp | 55.03%-27.5pp | 31.67%-4.1pp |
| Employer contribution / active EE | $256 | $648-60.5% | $1,523-83.2% | $2,019-87.3% |
| Participant deferral / active EE | $1,231 | $1,510-18.5% | $2,778-55.7% | $3,358-63.3% |
| Admin fee / account holder | $385 | $1,690-77.2% | $4,260-91.0% | $3,203-88.0% |