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 | $41,094 | $71,516-42.5% | $98,439-58.3% | $71,457-42.5% |
| Participation rate | 48.6% | 72.7%-24.1pp | 75.2%-26.6pp | 67.9%-19.3pp |
| Annual return | 362.66% | 32.41%+330.2pp | 21.16%+341.5pp | 28.85%+333.8pp |
| Employer contribution / active EE | $1,380 | $2,399-42.5% | $3,048-54.7% | $2,588-46.7% |
| Participant deferral / active EE | $2,837 | $4,109-31.0% | $4,738-40.1% | $4,289-33.9% |
| Admin fee / account holder | $5,254 | $1,675+213.7% | $8,948-41.3% | $1,587+231.0% |