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 | $56,527 | $87,870-35.7% | $113,168-50.1% | $74,304-23.9% |
| Participation rate | 65.8% | 70.7%-5.0pp | 76.6%-10.8pp | 60.3%+5.4pp |
| Annual return | 15.93% | 26.44%-10.5pp | 24.27%-8.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $967 | $2,277-57.5% | $2,975-67.5% | $2,241-56.8% |
| Participant deferral / active EE | $2,429 | $4,241-42.7% | $5,107-52.4% | $3,767-35.5% |
| Admin fee / account holder | $1,343 | $3,368-60.1% | $12,068-88.9% | $2,969-54.8% |