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.
Employer 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 | $33,966 | $92,224-63.2% | $105,223-67.7% | $79,634-57.3% |
| Participation rate | 26.8% | 69.2%-42.4pp | 75.0%-48.3pp | 62.5%-35.7pp |
| Annual return | 24.52% | 88.65%-64.1pp | 180.65%-156.1pp | 36.46%-11.9pp |
| Employer contribution / active EE | $505 | $3,965-87.3% | $3,689-86.3% | $2,529-80.0% |
| Participant deferral / active EE | $1,328 | $3,834-65.4% | $5,072-73.8% | $3,835-65.4% |
| Admin fee / account holder | $2,793 | $1,121+149.2% | $8,859-68.5% | $1,002+178.8% |