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 3-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 | $78,426 | $101,317-22.6% | $146,958-46.6% | $74,495+5.3% |
| Participation rate | 58.2% | 75.5%-17.3pp | 82.2%-23.9pp | 67.2%-9.0pp |
| Annual return | 27.08% | 8730.91%-8703.8pp | 418.34%-391.3pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $2,283 | $3,810-40.1% | $4,933-53.7% | $2,623-13.0% |
| Participant deferral / active EE | $3,567 | $7,303-51.2% | $8,070-55.8% | $4,346-17.9% |
| Admin fee / account holder | $2,964 | $1,739+70.5% | $12,998-77.2% | $1,942+52.7% |