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 | $35,685 | $65,435-45.5% | $86,677-58.8% | $66,914-46.7% |
| Participation rate | 60.8% | 75.5%-14.7pp | 76.6%-15.8pp | 69.8%-9.0pp |
| Annual return | -13.93% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $830 | $2,153-61.5% | $2,836-70.7% | $2,544-67.4% |
| Participant deferral / active EE | $6,717 | $4,100+63.8% | $4,656+44.3% | $4,237+58.5% |
| Admin fee / account holder | $1,469 | $642+129.0% | $7,493-80.4% | $593+147.7% |