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 | $39,613 | $49,915-20.6% | $154,803-74.4% | $74,304-46.7% |
| Participation rate | 47.7% | 54.0%-6.2pp | 78.1%-30.4pp | 60.3%-12.6pp |
| Annual return | 16.31% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,719 | $1,611+130.8% | $4,305-13.6% | $2,241+65.9% |
| Participant deferral / active EE | $1,297 | $2,255-42.5% | $5,540-76.6% | $3,767-65.6% |
| Admin fee / account holder | $3,351 | $2,189+53.1% | $14,329-76.6% | $2,969+12.9% |