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 | $46,575 | $30,588+52.3% | $53,898-13.6% | $85,563-45.6% |
| Participation rate | 26.6% | 26.3%+0.3pp | 55.0%-28.3pp | 66.0%-39.4pp |
| Annual return | 24.42% | 50.42%-26.0pp | 528.60%-504.2pp | 31.51%-7.1pp |
| Employer contribution / active EE | $494 | $436+13.4% | $932-46.9% | $2,654-81.4% |
| Participant deferral / active EE | $1,171 | $848+38.1% | $1,826-35.9% | $4,375-73.2% |
| Admin fee / account holder | $10,338 | $1,879+450.2% | $2,491+315.1% | $834+1139.3% |