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 | $18,240 | $49,915-63.5% | $154,803-88.2% | $74,304-75.5% |
| Participation rate | 54.5% | 54.0%+0.6pp | 78.1%-23.5pp | 60.3%-5.8pp |
| Annual return | 24.71% | 34.06%-9.3pp | 58.88%-34.2pp | 29.43%-4.7pp |
| Employer contribution / active EE | $926 | $1,611-42.5% | $4,305-78.5% | $2,241-58.7% |
| Participant deferral / active EE | $2,143 | $2,255-5.0% | $5,540-61.3% | $3,767-43.1% |
| Admin fee / account holder | $2,118 | $2,189-3.2% | $14,329-85.2% | $2,969-28.7% |