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 | $31,310-57.1% | $53,898-75.1% | $74,304-81.9% |
| Participation rate | 63.1% | 30.7%+32.4pp | 55.0%+8.1pp | 60.3%+2.8pp |
| Annual return | 18.79% | 23.16%-4.4pp | 528.60%-509.8pp | 29.43%-10.6pp |
| Employer contribution / active EE | $224 | $450-50.1% | $932-75.9% | $2,241-90.0% |
| Participant deferral / active EE | $2,287 | $934+144.8% | $1,826+25.2% | $3,767-39.3% |
| Admin fee / account holder | $763 | $2,175-64.9% | $2,491-69.4% | $2,969-74.3% |