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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,573 | $87,870-51.5% | $113,168-62.4% | $74,304-42.7% |
| Participation rate | 38.9% | 70.7%-31.9pp | 76.6%-37.7pp | 60.3%-21.5pp |
| Annual return | 224.11% | 26.44%+197.7pp | 24.27%+199.8pp | 29.43%+194.7pp |
| Employer contribution / active EE | $760 | $2,277-66.6% | $2,975-74.5% | $2,241-66.1% |
| Participant deferral / active EE | $1,336 | $4,241-68.5% | $5,107-73.8% | $3,767-64.5% |
| Admin fee / account holder | $12,602 | $3,368+274.2% | $12,068+4.4% | $2,969+324.5% |