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 | $85,515-33.9% | $112,040-49.5% | $67,986-16.9% |
| Participation rate | 65.8% | 68.2%-2.5pp | 76.5%-10.7pp | 57.2%+8.5pp |
| Annual return | 15.93% | 29.68%-13.7pp | 24.52%-8.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $967 | $2,191-55.8% | $2,954-67.3% | $2,019-52.1% |
| Participant deferral / active EE | $2,429 | $4,014-39.5% | $5,098-52.4% | $3,358-27.7% |
| Admin fee / account holder | $1,343 | $3,774-64.4% | $12,098-88.9% | $3,203-58.1% |