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 7-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 | $13,422 | $29,051-53.8% | $52,425-74.4% | $67,986-80.3% |
| Participation rate | 63.1% | 30.4%+32.7pp | 55.6%+7.5pp | 57.2%+5.9pp |
| Annual return | 18.79% | 24.00%-5.2pp | 302.12%-283.3pp | 31.67%-12.9pp |
| Employer contribution / active EE | $224 | $412-45.5% | $914-75.5% | $2,019-88.9% |
| Participant deferral / active EE | $2,287 | $873+161.9% | $1,790+27.7% | $3,358-31.9% |
| Admin fee / account holder | $763 | $2,113-63.9% | $2,495-69.4% | $3,203-76.2% |